Migrate to Trolley

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

“ We imported 18,000 payees into Trolley to make the switch from the old provider; it went like a charm. The Trolley team understood how crucial this was to our business and how urgent it was that we implement this in a timely manner, and we hit our deadlines with room to spare. ”

— Locke Bircher, VP Engineering & Partner, GigSalad

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

We understand how scary change can be. We’ve built and executed on a solid playbook so we can ensure all your data is moved securely, our processes will make everyone’s lives easier, and your recipients will feel zero impact.

Save on manual overhead

Maintain data integrity

No dev resources required

Seamless recipient experience

Use existing data or start fresh

Team training

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

Migrating recipients, processes, and internal users at the enterprise level is even more complex. Trolley has tested frameworks for each of the moving pieces of your operation, ensuring your migration is on-time and error-free.

Step 1: Kickoff

Step 2: Build

Step 3: Deploy

Step 4: Go live

Migration FAQs

How long does it take to migrate?

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?

What happens if my existing payout provider is not providing an export of my data?

Always remember, you have the right to collect your own data from existing payout provider.

Do you recommend importing recipient data or asking recipients to give information again?

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.

Will there be a disruption in service?

Trolley will help you align the cutover to a time that makes sense. You can use a free sandbox account to build and test at your end before deploying. Once everything is ready you can move to production and there will be no disruption in service. We also have plans in place for doing internal training, running pilot batches, and communicating with recipients to ensure zero disruption in service.