Overview

Whether you are migrating bank data to Aerosync for the first time, or migrating more data to Aerosync, you will need to create an migration file in .csv format to send to Aerosync via SFTP.

🚧
Before creating the migration file and uploading it you will need both Aeropay and Aerosync credentials.
Sync credentials will be used for generating tokens later on.

Create a Migration Job

A migration job will be created after the file has been processed by Aerosync. When testing in the sandbox environment, any account number (8-17 digits) or routing number (9-digits) will succeed. Migration files cannot be larger than 1,000 records.

CSV File Parameters

Parameter	Required?	Type	Description
client_id	Yes	String	Identifier of client. Must be the same for entire file
first_name	Yes	String	First name of the bank account owner
last_name	Yes	String	Last name of the bank account owner
phone_number	Yes	String	Phone number of the bank account owner, in international format (+11234567890). This must match the exact phone number of the corresponding Aeropay user.
email	Yes	String	Email address of the bank account owner
account_number	Yes	String	Account number of the end user's bank account
routing_number	Yes	String	Routing number of the end user's bank account
account_type	Yes	String	Just allowing checking at the moment

File example

client_id	first_name	last_name	phone_number	email	account_number	routing_number	account_type
1e2f2de2	John	Doe	+15151234567	[email protected]	2123456789	012345678	checking
1e2f2de2	Cory	Anderson	+15151234568	[email protected]	9987654321	123456789	checking
1e2f2de2	Patrice	Power	+15151234569	[email protected]	1234566566	234567890	checking

Upon submission, Aerosync will process the file, identify which bank accounts are valid or invalid, and allow you to retrieve the newly created job.

Step 1 - Create Migration File

Overview

🚧
Before creating the migration file and uploading it you will need both Aeropay and Aerosync credentials.

Create a Migration Job

CSV File Parameters

File example

Overview

🚧Before creating the migration file and uploading it you will need both Aeropay and Aerosync credentials.

Create a Migration Job

CSV File Parameters

File example

🚧
Before creating the migration file and uploading it you will need both Aeropay and Aerosync credentials.