Webinar · On-demand · 10 min
How to switch payment processors without disrupting your business.
Switch with confidence. Get a clear plan to keep checkout running, subscriptions renewing, and revenue flowing.
Press play. You'll have the full plan in 10 minutes.
Download the migration checklist (PDF) Planning a switch? Talk to Frame's teamSwitching payment processors, without the disruption.
Oscar Rivera · Head of CX and Implementation, Frame
Why teams stay put
Your payment processor may no longer fit your business, but the thought of moving saved cards, subscriptions, and reporting can make staying put feel easier.
Join Oscar Rivera, Frame's Head of CX and Implementation, for a six-step approach to switching providers with fewer surprises. Learn what to map before you start, what to test before moving transactions, and how to know your new setup is working.
Ten minutes now beats a rushed migration later.
Watch on-demandWhat has to move with you
- Saved payment methodsMap
- Recurring billingMap
- Refunds and disputesMap
- Payment flowsTest
- Approvals and settlementsMeasure
- 10minutes to get the whole plan, start to finish
- 6steps to switch providers with fewer surprises
- 30days of approvals, conversion, and settlements to watch after you switch
- 1rollback plan in place before any traffic moves
What you'll learn
Key takeaways.
Ten minutes, four takeaways, and a plan you can start mapping the same day.
Know when it's time to move.
Separate fixable service issues from a provider that can't support your business.
Plan beyond checkout.
Account for saved payment methods, recurring billing, refunds, disputes, and reporting.
Test before shifting traffic.
Validate payment flows, start small, and establish a rollback plan.
Measure what matters.
Monitor approvals, checkout conversion, settlements, and customer friction through your first 30 days.
Inside the session
A controlled transition, not a leap of faith.
Six steps across three stages. Once you're in, jump straight to the step you need.
Current stack
-
Step 1: Why businesses really switch
- Most switches start with something you can feel.
- Fixable, or structural?
- Finish before your busy season.
-
Step 2: Map your stack before you touch it
- Draw the whole stack.
- Trace every wire.
- Get your non-negotiables in writing.
Transition
-
Step 3: Build the migration plan
- One owner. Every team at kickoff.
- Know what moves, and what doesn't.
- Agree on success before launch.
-
Step 4: Test before the big switch
- Test the unhappy paths as hard as the happy ones.
- Run side by side, behind a switch you control.
- Move traffic in stages.
Stable ground
-
Step 5: Cut over
- Schedule for people, not convenience.
- Watch outcomes, not just errors.
- Keep the old account open.
-
Step 6: The first 30 days
- Averages hide the problems you can fix.
- Start careful. Adjust with evidence.
- Hold a post-migration review.
Included with the session
Payment processor migration checklist.
The checklist Oscar references in the session: a printable, five-page PDF with one section for each step, plus an owner and a date for every stage and a final sign-off. Use it to run the switch with your team.
Get it with the session Download the checklist (PDF)
About the presenter
Oscar Rivera
Head of CX and Implementation, Frame
Oscar Rivera is Head of CX and Implementation at Frame, bringing eight years of SaaS experience across fintech and eLearning. He helps businesses navigate onboarding and implementation, with a focus on making complex processes easier to understand and manage.
Watch Oscar's 10-minute sessionFAQ
Switching processors: common questions.
Short answers from the session and the checklist. The full plan is in the recording.
How long is the webinar, and what does it cost?
It's a free, 10-minute on-demand session with Oscar Rivera, Frame's Head of CX and Implementation. Enter your work email and it plays right away, and it comes with a printable payment processor migration checklist.
How do I know it's time to switch payment processors?
Start by naming the problems the switch needs to solve, then ask your current provider whether they can fix them, and by when. Some problems are fixable; others are structural, and those are the ones a move solves. If you do switch, pick a window outside peak sales periods and code freezes.
What should I map before switching providers?
Everything payments touches: every checkout, website, app and internal tool; API connections, webhooks, credentials and customer notifications; saved payment methods, subscriptions and renewal schedules; open refunds, disputes, reserves and unsettled balances; and your reporting and reconciliation. Record your current authorization rates, checkout conversion and settlement timing so you have a baseline to compare against.
What happens to saved cards and subscriptions when you switch?
Confirm with both providers which payment credentials can transfer securely and which need customers to take action. Validate the imported records and renewal dates, and assign each subscription renewal to one system so no one is charged twice or missed. Prepare customer communications for any updates customers need to make.
What should I test before moving live payments?
Test successful payments, declines, refunds, subscriptions, payouts and reconciliation, along with retries, delayed or repeated webhooks and payment-status updates. Then move traffic in stages: define the first customer segment, set measurable criteria for expanding, and document and test a rollback plan with clear triggers and one decision-maker.
What should I watch after the switch?
Compare authorization rates and checkout conversion against your baseline, investigate unexpected declines and authentication friction, and verify settlement, payout timing and reconciliation. Keep the old account accessible for outstanding obligations, and review results by payment method, device, geography, product and customer group through the first 30 days.
10-minute on-demand webinar
Switch with confidence.
Get a clear plan to keep checkout running, subscriptions renewing, and revenue flowing.