If you’re switching payment gateways, it usually starts with something practical: you want to use Growth Hub, but it only supports real-time payments with Stripe. Or your current gateway isn't working the way you need it to.
What often gets missed is this: payment details are not stored in OfficeRnD Flex. If you change gateways without preparing properly, auto-payments can fail, cards can stop charging, and your billing can look wrong overnight.
This article explains what happens to stored payment details, what OfficeRnD Flex does and does not control, and the exact steps to take so your billing does not break.
Prerequisites
You need Owner admin permissions.
You should contact both your old and new payment providers if you plan to migrate payment data.
Understand where payment details are stored
When a member adds a card or bank account, the full payment details are stored inside your payment gateway, not in OfficeRnD Flex.
OfficeRnD Flex:
Does not store full card or bank details.
Keeps a limited reference that connects a member profile to a record in the gateway.
Uses the member’s email to match payment details to the correct profile.
Examples:
If you use Moneris, the payment details are stored in Moneris.
If you use Stripe, the payment details are stored in Stripe.
OfficeRnD Flex only pulls and charges the saved payment method through that gateway.
Understand what happens when you switch gateways
When you move from one gateway to another, the new gateway does not automatically inherit the payment details from the old one.
For example:
If you switch from Moneris to Stripe, the cards stored in Moneris will not be available in Stripe.
Members' saved payment methods will not automatically carry over.
OfficeRnD Flex cannot migrate payment details between gateways. If migration is possible, you must coordinate it directly with your old and new payment providers.
Some gateways, such as Stripe or GoCardless, may support syncing payment data. If you complete a migration successfully, the new integration may sync payment details back to the correct member profiles in OfficeRnD Flex by matching their email addresses to the data stored.
Always confirm this process with both providers before switching.
Deactivate your old payment gateway
Before activating your new gateway, you must first turn off the old integration.
Open the Flex Admin Portal and go to Integration Hub.
Open your current payment gateway.
Click Deactivate.
Do not activate the new gateway yet.
Delete old payment details
If you keep old payment method records in OfficeRnD Flex after deactivating the gateway, auto-payments can fail. The system may try to charge a payment method that no longer exists in the new provider.
After deactivating the old gateway:
Open the Flex Admin Portal and go to Operations > Companies.
Open each company profile.
In the Billing section, delete the saved payment method.
Go to Operations > Members.
Open each member profile.
In the Billing section, delete the saved payment method.
You must remove all stored payment references linked to the old gateway before activating the new one. Contact [email protected] if you need help with this task.
Activate the new payment gateway
Once all old payment details are deleted:
Open the Flex Admin Portal and go to Integration Hub > All Integrations.
Open the Payments tab.
Find the new payment gateway and click Activate.
Complete the connection process. Refer to our documentation for more info →
Now your members will have to add new payment details. You can obtain them by:
Asking them to add card details or a bank account again on the Member Portal.
Requesting them from the Admin Portal.
Syncing them with the Stripe or GoCardless integration (if you have successfully migrated), and all migrated payment details will be matched by email as a unique identifier.
How to verify everything is working
Before running your next Bill Run or relying on auto-payments:
Open a member profile.
Confirm that a payment method is listed under Billing.
Create a test invoice.
Charge the invoice.
Confirm the payment is marked as paid.
Confirm the charge is visible in your payment gateway dashboard.
If a payment fails:
Check that the member has added a new payment method.
Confirm you deleted all references to the old gateway.
Confirm the correct gateway is active in Integration Hub.
Best practices
Plan the timing carefully
If you manage multiple locations, schedule the switch outside of your billing cycle. Do not switch gateways on the same day you run a Bill Run.
Communicate with members early
If members must re-enter payment details, notify them in advance to reduce failed payments.
Test before running billing
Always test 1 or 2 real charges before processing all invoices. This helps you catch configuration issues early.
FAQs: Migrating to a new payment gateway
Can OfficeRnD migrate payment details for me?
Can OfficeRnD migrate payment details for me?
No. OfficeRnD Flex does not store full payment details, and we cannot move them between gateways. You must coordinate migration directly with the providers.
Should I migrate to Stripe if I don't use it?
Should I migrate to Stripe if I don't use it?
Growth Hub supports real-time payments only with Stripe. If you plan to use Growth Hub, we strongly recommend switching to Stripe.
What happens if I do not delete old payment details?
What happens if I do not delete old payment details?
If you activate a new payment gateway before deleting the old payment details stored in OfficeRnD Flex, auto-payments may fail because the system will attempt to charge a payment method that exists only in the old gateway.