Migration From Another Returns Portal

outline if you're migrating over to refundid from an alternative platform, refundid can assist end to end with the migration there are quite a few steps involved, so it's important to build out a plan for migration your account manager can help with this condition migration refundid will migrate your return conditions over for you from your current portal this ensures that all settings that are currently set up in your returns portal will remain the same when you move over to refundid in order to do this, add merchant\@refundid com as a user to your returns portal and advise your account manager on this refundid will then ensure all your return conditions are carried over portal cross over when migrating, it's important to keep your existing portal active for at least 30 60 days post move over to ensure any outstanding returns on your existing returns portal are processed prior to the platform being removed at this time, refundid is unable to upload your existing returns to the refundid portal this means all previously lodged returns will need to be processed in the platform they were lodged in follow the checklist below when making the migration to ensure it's smooth for you and your customers make sure all links to your returns portal are updated always check the below locations customer emails (including promotional emails) website footer faqs physical returns forms internal macros automated chatbots product pages set up link redirections if necessary if you have a link to your returns portal set up that is attached to your domain, consider setting up a redirection to the refundid portal to ensure all cases are accounted for export any existing returns data that may be useful ensure any data you'd like to keep is exported from your portal prior to it closing disable lodgement on your old portal if portal, disable future lodgement so that should a customer locate the portal, they're unable to lodge their return