Making the Switch: Your Guide to a Seamless Migration 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.

Self-Managed Migrations

For those who prefer direct control over their migration processes, Railz also offers self-managed migrations. This option allows you to independently manage the migration using our comprehensive API, giving you the flexibility to proceed at your own pace and according to your technical capacity.

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)

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

Migrating your financial data to Railz can be approached in two ways: through a Managed Migration, handled by our team, or through a Self-Managed Migration, which you can handle using our API.

Self-Managed Migrations

1. Setup API Access: Begin by setting up your API access through the Railz Dashboard where you can generate API keys.
2. Create or Retrieve Business UUID: Use the API to create a new business or retrieve an existing one to get the businessUuid.
3. Initiate Migration: Submit a migration request using the API endpoint POST /v2/businesses/{uuid}/connection/migrate with the necessary credentials.
4. Sync Data: Once the migration is verified, initiate data synchronization using the provided endpoints.
5. Monitor Migration Status: Use the API to monitor the data sync status and ensure all data is transferred correctly.
6. Verify Data Integrity: Make sure all data is correctly integrated and functional post-migration.

Managed Migrations

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!