We can generally upload your customers at no charge depending on how clean your data is and the service categories and amount of information you track for each customer. There may be some leg work you have to do on your end to get the data in order . We will send you a spreadsheet-based template.

We can integrate with any merchant account, but by default we use NMI.

Yes some of our competitors actually won’t give you the customer vault when you switch to a new software. This is your customers information and you’ve worked hard to collect all this information. We will get you the customer vault should that ever be necessary.