Switching your linked payment gateway account is simple.
If you are switching from one Stripe (credit card only) account to another then users will have to reenter card details after making the change.
Select Apps & Integrations from the left-hand menu
Click the on the app you wish to disconnect and select Uninstall
Search for the name of the gateway you would like to connect with, and click on it
Follow the individual FAQ for setting up that specific gateway
Note: If you are switching the linked account but staying with the same gateway provider (e.g. switching from one PayPal account to another), follow the same process outlined above. |
What happens to saved payment methods if I switch to a new Stripe account?
When you disconnect your current Stripe account and connect a new one, all saved payment method associations in Optix will be removed. Even if you use Stripe's tools to copy customer data, payment methods, and customer IDs to the new account, users will still need to re-add or re-confirm their payment methods in Optix. This is because Optix maintains its own internal references linking users to their Stripe payment methods, and these cannot be automatically restored after a Stripe account change.
To minimize disruption, consider timing the switch during a low-activity period and notifying your users in advance that they will need to re-enter their payment information.
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