Administration, Core Financials, and Project Accounting

[KLou]

With 7.3, does anybody know if its possible to convert from the local Vaulting Service/Storage to SPS Vault? 

Thanks,

Kris

[dbcoles]

Besides the loss of credit card information that was stored locally, you'd also face some transactional issues: we keep track of a VaultGUID, but we don't keep track of which vault it came from, so if you were to switch, I'd expect problems when looking at older transactions.

We didn't get the chance to write that utility.

[KLou]

I anticipate the transaction loss - I'm actually working on an upgrade and migration from a 3rd party CC module to SPS Vault.  I'm just looking for the intermediate step that hopefully doesn't include manual input.

So basically, there's currently no way to import existing information into Sage Vault?

[rsisk101]

If you can do a little programming, you can register as a developer on the Sage Payment Solutions web site and get their documentation for the vaulting services.

Write a program that reads the CCAN and EXP DATE from the exiting CC service and stores them in the vault. The returned GUID can then be stored in MAS500 tables using code like this:

		-- Move converted data into production tables
			--
--			INSERT INTO tccVault (VaultGUID, EncCC, EncExp)
--				SELECT VaultGUID, EncCC, EncExp
--				  FROM #tccConvert

			INSERT INTO tciAddress (AddrKey, AddrLine1, AddrLine2, AddrLine3, AddrLine4, AddrLine5, AddrName,
									City, CountryID, CRMAddrID, Fax, FaxExt, Phone, PhoneExt, PostalCode, Residential,
									StateID, TransactionOverride, UpdateCounter)
				SELECT AddrKey, AddrLine1, AddrLine2, AddrLine3, AddrLine4, AddrLine5, AddrName,
					   City, CountryID, CRMAddrID, Fax, FaxExt, Phone, PhoneExt, PostalCode, Residential,
					   StateID, TransactionOverride, UpdateCounter
				  FROM #tccConvert

			INSERT INTO tccCustCreditCard (CreditCardKey, AddrKey, CreateDate, CreditCardName, CustKey, 
										   ExpirationMonth, ExpirationYear, MaskedAcctNo, VaultGUID, TenderTypeKey)
				SELECT CreditCardKey, AddrKey, CreateDate, CreditCardName, CustKey, 
					   ExpirationMonth, ExpirationYear, MaskedAcctNo, VaultGUID, TenderTypeKey
				  FROM #tccConvert
				  
			-- Update Default credit cards for each customer
			UPDATE tarCustAddr 
			   SET CreditCardKey = t.CreditCardKey
			  FROM tarCustAddr a
				JOIN tarCustomer c ON a.AddrKey = c.DfltBillToAddrKey
				JOIN #tccConvert t ON c.CustKey = t.CustKey
			 WHERE t.IsDefault = 1
				

Note the code is just an example, you'll have to modify it to work for you.

I also commented out the code inserting into tccVault, you are storing the data in SPS's vault and have a GUID as the link to the data.