Looking for a flexible, friendly yet accurate and secure direct debit processing service?
If you've been thinking recently that there might be a better way of managing your Direct Debit processing using an alternative third party supplier, Woods Valldata could be the right partner for you. It's quick and easy to switch in just 3 steps...
Switching your outsourced direct debits to Woods Valldata is as easy as 1, 2, 3
We're system-ready to start processing your direct debits with a customised approach perfect for your charity. When you have your own service user number (SUN) in place already, here's all you need to do to switch to Woods Valldata.
1. Call your bank to switch your SUN
You need your own service user number (SUN) and Woods Valldata's Bureau number. A SUN is your unique six digit number that's used by Bacs to tell which organisation it is collecting payments by direct debit. You'll have your own SUN assigned to your charity or even particular products within your charity. Banks use your SUN to put the right reference on the direct debit payers bank statement so they can see who the payment was made to and who to go to for any queries. So, to get started with the switch, simply instruct your bank to add Woods Valldata as a bureau to your SUN with access to reports.
2. Send us your data files
We work with you to make this process as easy as possible. We'll need to receive and upload your data files containing your contacts and active direct debit instructions, plus your recent live payment files. With this information we can start setting up your direct debit processing... and we're almost ready to go.
3. Leave the rest to us
Your direct debits are in safe hands. Once you've given us the go-ahead, we will:
- run test submissions to ensure everything is as it should be
- analyse recent live payment files to validate accuracy against instruction files - essentially a data health-check
- test imports and exports
- set up your live direct debit portal for instant access to reports and supporter records
100% migration success
Change over won't be immediate because we want to make sure nothing is missed. We'll liaise with your previous supplier on a cut-over plan and run in parallel with the live submissions comparing our results for a month - which is the average direct debit submission cycle for regular giving. Leaving nothing to chance, we go live as a seamless experience for your supporters.
Why switch to Woods Valldata?
Aside from knowing that you're working with a compliant, proven and approved bacs direct debit bureau - why else should you partner with Woods Valldata for your direct debit processing?
1. It makes financial sense
In these difficult economic times, we're dedicated to supporting the sector. That's why we make your outsourced fundraising operations as low-cost as possible.
2. You get an exceptional supporter experience
We have checks and measures in place to ensure the correct claims are made of supporters at the right times. Speed and accuracy are of paramount importance. What's more, you get triggered, personalised matrix-based communications using our SmartThank platform included as standard getting the right message out to your supporters at the right time to improve retention and strengthen your relationships.
3. You have access to dedicated expertise
Woods Valldata are charity direct debit specialists. We understand the sector and what your unique needs are. Our teams are specialists in the sector using the very latest technologies to ensure your charity remains ahead of the technology curve when it comes to payment processing. What's more, you stay in control of your direct debits throughout with live access to reports and supporter records through our secure direct debit portal.
“We transitioned over our DD processing to Woods Valldata in April 2019. The migration project and now the DD management process is working very well for us. I highly recommend working with the team at Woods Valldata.” Tillat Kadri, Fundraising Database Manager, Alzheimer’s Society
Find out more about how we can elevate your direct debit offering to enhance your regular giving income potential. Book your meeting now.
