If you are signing up for Chargeback and have an account on another chargeback prevention platform, you must perform additional steps.
You can do these before or after creating a Chargeback account.
We recommend transferring first to avoid potential issues regarding receiving alerts on multiple platforms simultaneously.
Regardless of when you transfer, you will need to do the following:
Let your current provider know that you will switch and who you will switch to.
Inform them at least 2 weeks prior to when you want to transfer.
Agree on a transfer date with your previous provider.
Gather the following information from your provider (if you receive RDR alerts):
MCC (Merchant Category Codes)
CAID (Card Acceptor ID)
BIN (Bank Identification Number)
It is crucial that you inform your current provider 2 weeks before you want to transfer.
This provides enough time for the provider to unenroll you from receiving alerts on descriptors and for alert providers to stop sending alerts to your current provider.
To connect you to RDR, we will need your MCC, CAID, and BIN from your current provider. Your current provider should have this information.
The above checklist applies to all platforms.
Examples include Chargeflow, Chargeblast, Justt, Midigator, and Chargebacks911.
A transfer date is when the previous partner stops working with the business, and you receive new alerts via Chargeback.
Once you go through the above checklist, you can create an account.
How to Switch From Your Current Alert Provider to Chargeback (During Onboarding)
Here is how the process will go when transferring to Chargeback:
Notify your current solution provider of the transfer.
Agree on a transfer date.
Create your Chargeback account.
Provide additional data for onboarding.
Before reaching this section, you should have completed steps 1 and 2.
Once those are done, we will move on to creating your Chargeback account.
After verifying your account via email, we will ask you for the following information:
Business logo (optional)
Business name
Link to your website
Whether you use another chargeback solution
Regarding the last section, if you are transferring from another tool, you will select “Yes.”
From there, we will ask you for the following details:
Currently using: The platform’s name (e.g., Chargeback911).
Enrollments connected: Whether you are connected to RDR, Ethoca, or CDRN with the platform above.
Did you notify your solution of the transfer?: Whether you let your current provider know that you are transferring.
If, for example, you are enrolled under Ethoca alerts under Chargeflow, you will only check the box beside “Ethoca.”
If you did not notify your current provider of the transfer, you should pause the onboarding process and reach out to them.
You can return to this point in the onboarding process later.
Once you have created an account, Chargeback support will contact you for the MCC, CAID, BIN, and other information. This will ensure a smooth transition.
💡 Tip
Need more help? Get support from our representatives at Chargeback.
We’re here to help with any questions you may have.