---
schema_version: "1"
id: d364bf3c5c580d2169ea65ae2ef0a6e24ab80e389485382a199a3a48c09290d3
title: Migrate Tokenized Saved Payment Methods
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_migrate_saved_payment_methods.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_migrate_saved_payment_methods.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7b0c4d2b9b85d5e322f511b303f65c77d3909fedd139d13427f2dc7db28b472f
description: Expand your payment ecosystem by bringing in externally tokenized payment methods into your Salesforce org. Bring in external payment method tokens generated by using buyer-facing portals or the Self-Service Billing portal, and save them as payment methods in your Salesforce org. These externally saved payment methods are immediately available for use in payments batch processing.
products:
  - Revenue Cloud
release: "264"
---
# Migrate Tokenized Saved Payment Methods

Expand your payment ecosystem by bringing in externally tokenized payment methods into your Salesforce org. Bring in external payment method tokens generated by using buyer-facing portals or the Self-Service Billing portal, and save them as payment methods in your Salesforce org. These externally saved payment methods are immediately available for use in payments batch processing.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Revenue Cloud</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To integrate a native payment gateway, you have two options. Use Salesforce Payments, which runs on Stripe and is available with the <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a> on a cost-per-transaction basis. Or, connect your own Adyen account, contracted directly with Adyen.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">&nbsp;</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d152297e84">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d152297e84 ">To import payment method tokens: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d152297e84 ">
              <p>Payment Admin</p>
              <p> OR </p>
              <p style="margin-bottom:0;">Payment Operations User</p>
              <p style="margin-bottom:0;"> permission set</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d152297e84 ">To embed third-party UI components on the self-service Billing portal:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d152297e84 ">Billing Portal User permission set</td>

          </tr>
        </tbody>
      </table>

## Import Existing Tokenized Payment Methods

Migrate your customers’ existing payment data into your org as saved payment method records. Import payment method tokens from native or third-party payment gateways, either individually or in bulk.

- To import an existing payment method token, include the existing payment token and related tokenized details in your SavedPaymentMethod sObject API request.
    
    For API details and examples, see [Create a Saved Payment Method Using the sObject API](https://developer.salesforce.com/docs/commerce/salesforce-commerce/guide/b2b-comm-spm-import-tokens-create.html).
- To import multiple payment method tokens at once by using CSV files, use the [Bulk API](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm).

After importing the payment method tokens into your org, use the saved payment methods, without any further configuration, for both batch payment processing and in the Sale, Authorize, and Capture APIs.

## Create Saved Payment Methods from Buyer-Facing Client-Side Components

Bring in saved payment methods into your Salesforce org by tokenizing your customers’ payment details using buyer-facing client-side components. You can use this method to bring in tokens for payment method categories such as alternative payment methods, digital wallets, and credit cards.

Get your customers to save their payment details on your storefront or client-side component. The client-side component tokenizes the payment information by using a third-party payment gateway. The payment gateway then returns a payment method token and related payment metadata. Using the tokenized payment details, [create a saved payment method synchronously](https://developer.salesforce.com/docs/commerce/salesforce-commerce/guide/b2b-comm-spm-client-side-create-sync.html) or [asynchronously](https://developer.salesforce.com/docs/commerce/salesforce-commerce/guide/b2b-comm-spm-client-side-create-async.html).

You can also bring in saved payment methods by customizing the Self-Service Billing portal to add third-party UI components.

After creating saved payment methods from buyer-facing portal or the Self-Service Billing portal, you can use the newly added saved payment methods for payments processing.

#### See Also

- [_Object Reference for the Salesforce Platform_: SavedPaymentMethod](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_savedpaymentmethod.htm)
- [_Bulk API 2.0 and Bulk API Developer Guide_: Walkthrough for Bulk Insert](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/walkthrough_upload_data.htm)
- [Self-Service Billing Portal](https://help.salesforce.com/s/articleView?id=ind.billing_experience_cloud.htm&language=en_US)