Description

If you have been creating subscription before installing OpenPath or have subscriptions which are billing through another Merchant Account that is are not OpenPath then those subscriptions will continue billing through the original Merchant Account.

In order to start taking advantage of the features with OpenPath, you will have to move those subscriptions over to OpenPath. There are currently two way you can do this:

1. Manually move subscriptions
2. Automatically move subscriptions

Recommendation

If this is a new installation, we typically recommend you move a small group of your subscriptions, 10 to 100 (depending on your subscription volume) manually over to OpenPath to ensure everything is operating as excepted.  Once these transactions have been verified, you can then manually or automatically move the remainder of your subscriptions over to OpenPath.

Option 1 (Manually)

1. From your InfusionSoft admin home page, click on the InfusionSoft icon to display the main menu and from the main menu, click on the E-Commerce label.
   
   
   
2. This will display your E-commerce sub-menu, from the E-commerce sub-menu, find and click on the menu item Orders and then find and click on the menu item View Subscriptions.
   
   
   
3. This will being up your Recurring Order Search report.
   
   
   
4. From this report, click on the New Search button.
   
   
   
5. This will bring up the Recurring Order Search filters with three tabs; Search, Misc Criteria and Columns, click on the Misc Criteria tab.
   
   
   
6. This will bring up quite an extensive search filter; since every client is different, you will need to play around with this search filter to find the best way to generate a report of the contacts you would like to switch over to OpenPath. Once you have the filters set the way you want go ahead and click on the Search button.
   
   
   
7. Once you have your list, you can now can now go in to each record but clicking on the [Edit] link.
   
   
   
8. This will take you to that contacts Subscription, from here you can edit many fields; however, the only item that needs to be modified here is under the Recharge Information. Once you've located the Recharge Information section of the Subscription find the Merchant Account drop-down menu and change the current selection to Default or OpenPath.
   
   
   
9. Once this information has been updated, click on the Save button and continue to the next subscription and repeat.
   

Option 2 (Automatically) 

At the moment, there is no way to automatically mass update the Merchant Accounts on multiple subscriptions through the InfusionSoft Admin site. However, the InfusionSoft team does have the ability to do mass updates internally by request.  In order to have InfusionSoft do a mass update of the Merchant Accounts send the following email to your account representative or support@infusionsoft.com.

Dear Support,

We would like to request a mass update on our subscription Merchant Accounts.  We would like to change them from {Your Old Merchant Account} to OpenPath, for all subscriptions that meet the following criteria:

{Enter the criteria such as Tags, Dates, Amounts or just all active subscriptions}

Our InfusionSoft Site ID is {your InformationSoft site id (e.g. JB493).

You can contact me at:
{Your contact information}