Transferring Payment Tokens Across Subsidiaries in NetSuite

If you're transitioning a payer from one subsidiary to another within NetSuite, you can transfer their saved payment method without recollecting their details or interrupting service.

Key Requirement

The payer must remain the same (i.e., the same entity) across both customer records.

How to Transfer the Token

Use the Sync Token button on the new customer record in the new subsidiary. This action links the existing tokenized payment method to the new customer record, ensuring a smooth transition with no billing or autopay functionality disruption.

If you need assistance with locating the Sync Token button, please contact Support.

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