Effortlessly bring your data and workflows to Trolley
Trolley makes it easy to say goodbye to your existing payouts software and minimizes switching costs. Migrate recipients and their data, workflows, and internal users with zero impact on your business.
Join the movement to seamless payouts
Consolidate all your payout tools into one platform
Managing different systems for onboarding, payouts, taxes, or risk management leads to a poor recipient experience. It also makes processes for your internal teams time consuming.
Trolley ties everything you need for payouts and recipient management in one streamlined stack.
A migration process built from experience
Getting cold feet about moving to a new platform?
We have built dedicated teams to support your onboarding journey and build optimized workflows for your business functions — enabling full automation and saving on costs.
Product SMEs, Customer Success, and Developer Advocacy work with you directly, learning about your pain-points and implementing the best processes for your unique needs.
Enterprise-grade workflow migration
- Identify key stakeholders
- Align on success criteria
- Set rollout milestones
- Allocate resources
- Confirm volumes & ramp schedule
- Co-build project plan
- Technical configuration
- Workflow alignment
- Dept training & resources
- Data import
- Configure & test API connection
- Recipient onboarding & communications
- Review support FAQs
- Fund Trolley balance
- Final approvals
- Confirm payout countries & volume ramp schedule
- Confirm fees, recipient status, batch approval process
- Send first pay run with Trolley!
Migration FAQs
The answer will depend on how you plan to do the integration at your end. Is everything going to be automated or certain pieces?
- Are you doing a hosted, embedded or API deployment?
- Which products are you implementing?
- How are you migrating the recipients and compliance cutover?
Always remember, you have the right to collect your own data from existing payout provider.
Trolley has systems in place to help you import all your recipient-related data without any impact to your recipients. However, due to changes in recipients’ personal lives, data may have changed, and we recommend collecting banking and tax info from recipients again with Trolley.
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