Indeed, the transition process depends on whether the change is at the processor or the gateway level.

If the change is within processors (e.g., Elavon, Shift4, Fortis Pay), and the gateway/platform remains the same, there is typically no modification required within Visual Matrix. The updates will be handled on the processor's end.

If there is a switch between gateways (platforms), Visual Matrix may need adjustments. In this case, the new gateway provider will likely contact Visual Matrix directly. If you are initiating the change, it's recommended to open a ticket with the Client Experience team for guidance.

Understanding whether the modification is at the processor or gateway level is key to determining the necessary actions within Visual Matrix during the transition.

Certainly, if you are transitioning from one gateway to another, adjustments within Visual Matrix may be necessary. In such cases, it is anticipated that your new gateway provider will directly engage with Visual Matrix to facilitate the required modifications. Alternatively, you can proactively open a ticket with the Client Experience team to initiate the process and receive guidance on the necessary steps to ensure a seamless transition.