Making the Switch: Your Guide to a Seamless Migration to Railz

Abisola Adeniran
October 26, 2023
Migrate to Railz

If you've been contemplating migrating your financial data integration to Railz, you're in the right place. Whether you're currently partnered with another provider or have built your own custom integrations, this blog aims to guide you through each step of the process to ensure a smooth transition.

Why Choose Railz?

First, let's talk about the perks:

More Data Coverage

Railz provides comprehensive data coverage across various platforms and services, giving you the insights you need to make data-driven decisions.

Analytics Insights

Beyond just data collection and normalization, Railz offers robust analytics features that turn your data into actionable insights.

Enhanced Normalization

Railz provides standardized data formats, allowing for easier data integration and analysis.

Managed Migrations

With Railz, you don’t have to worry about the hassles of migration. Our team will guide you through every step of the process.

Essential Migration Checklist

Before you take the plunge, here are the essentials you’ll need:

  • Business names and the ASPs they are connected to
  • Access Tokens and Refresh Tokens from all ASPs
  • Expiry Dates for each token
  • IDs relevant to each ASP (e.g., Realm ID, Tenant ID)
  • Subsidiary ID (if applicable)

Note: Make sure to use the same Client ID and Secret you initially used for each business. You can add these via the Railz dashboard.

Steps to Migrate

  1. Contact Railz: First things first, let us know you're interested in migrating.
  2. Secure Form: Our team will send you a secure form requesting the necessary data.
  3. Form Submission: You upload the required data to us.
  4. Data Review: Our team checks the data for accuracy.
  5. Disable Syncing: Ensure you disable data syncing in your current applications.
  6. Migration Scheduling: Decide on a suitable time for the migration.
  7. Migration Execution: Railz will handle the migration for you, step by step.

For a more detailed guide, check out our API Docs.

Troubleshooting and Support

While our migration process is designed to be seamless, you might encounter some issues such as invalid or expired tokens, missing data, or data syncing issues post-migration. Check out our Troubleshooting Guide for solutions to these problems, you can also contact us via our chat.

Alternative Routes

If you prefer to manage the migration yourself, you can integrate Railz’s connection flow directly into your application. This alternative provides several advantages, including complete control over the user experience and immediate authorization.

Wrapping It Up

Migrating to Railz is more than just a switch; it’s an upgrade. We take care of the heavy lifting, letting you focus on what matters the most—your business.

For any questions or further guidance, our support team is always here to assist you.

Ready to make the move? Contact us via our chat widget or form to get started.

Happy Migrating!

Abisola Adeniran
VP, Software Engineering

Abisola is the Vice President of Software Engineering at Railz, where she leads the engineering team in developing this innovative financial platform. With a rich background in tech and over a decade of experience, she excels in crafting analytics-powered applications and designing robust infrastructures to support them. Abisola's focus is on building collaborative, high-performing teams committed to creating user-centered software solutions. Her leadership is instrumental in enhancing Railz Financials' features, making it a standout product in the finance industry.