Reply
Highlighted
Member
Posts: 5
Registered: ‎12-05-2017
Accepted Solution

AUTHORIZE.NET CIM Module - Customer Record Help needed!

I have a new website with AUTHORIZE.NET CIM payment module fully installed, using accept.js and tokenization for their payment profiles. Testing shows it's working great for new customers. My challenge is with old customers.

Up to now I have been manually creating CIM records and corresponding payment profiles for every customer. I have their CIM ID saved on our current website (in prep for this move to new site). So importing them into the new site with their CIM ID already in place is easy enough. My question though is once I do this import of old customers:

1. ID: The new site passes the record ID, i.e. 10. The old site uses a special custom ID system, i.e. 120517-0010. Will I have to update all CIM records first to match the new ID, or can I keep the old customer CIM records IDs as is and it will still connect?

2. Will the customer payment profiles automatically show on the website? If not how can I process these to avoid me needing to login as each customer, and reenter their CC info for everyone?


Accepted Solutions
Highlighted
Solution
Accepted by topic author tpphost
‎12-06-2017 05:17 PM
Member
Posts: 5
Registered: ‎12-05-2017

Re: AUTHORIZE.NET CIM Module - Customer Record Help needed!

Thanks for the advice on this. I have done some test imports and it worked great! As long as I have the CIM ID added to a record, that customer can view / use their payment profiles.

 

I did discover that I will be unable to continue using the same IDs, so I will end up having to change them on CIM post migration.

 

Thanks for your help!

View solution in original post


All Replies
Highlighted
Authorize.Net Expert
Posts: 84
Registered: ‎11-16-2017

Re: AUTHORIZE.NET CIM Module - Customer Record Help needed!

@tpphost Answers inline

 

1. ID: The new site passes the record ID, i.e. 10. The old site uses a special custom ID system, i.e. 120517-0010. Will I have to update all CIM records first to match the new ID, or can I keep the old customer CIM records IDs as is and it will still connect?


[Bhavana]
The old customerIDs that you have created 120517-0010 will exist for you to retrive anytime using getCustomerProfile API. Unless you update the CustomerID using updateCustomerProfileRequest API, the new customer ID. So, the old customerID will be replaced with the new customerID for your new site. If you pass a new CustomerID, ANET would treat the same as brand new customerProfile. 

I would recommend
a. to keep the CIM old record CustomerIDs and pull up the same if there is no new convention of the CustomerID.
b. if there is new convention to store the CustomerIDs in your new site, update the customerProfile with new customerID format, so that there is no inconsistency in your system.

 

2. Will the customer payment profiles automatically show on the website? If not how can I process these to avoid me needing to login as each customer, and reenter their CC info for everyone?


[Bhavana]
Do you mean when you are in the new site, all the existing Customerpaymentprofiles for respective Profiles show-up?
If that is the case, as long as you are pulling customerProfileID using getCustomerProfileRequest/getCustomerPaymentProfileRequest/getCustomerPaymentProfileListRequest API from your site, the respective records will show.

Highlighted
Solution
Accepted by topic author tpphost
‎12-06-2017 05:17 PM
Member
Posts: 5
Registered: ‎12-05-2017

Re: AUTHORIZE.NET CIM Module - Customer Record Help needed!

Thanks for the advice on this. I have done some test imports and it worked great! As long as I have the CIM ID added to a record, that customer can view / use their payment profiles.

 

I did discover that I will be unable to continue using the same IDs, so I will end up having to change them on CIM post migration.

 

Thanks for your help!