How to Migrate Customers and Subscriptions

Learn how to migrate customers and subscriptions from competitor platforms like Stripe, MindBody, and Glofox into Zipper. This guide covers importing customers, transferring payment methods, setting up family relationships, and bulk managing subscriptions.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need to be an organization owner or admin with permission to manage customers and subscriptions
• For Stripe migrations: Your Stripe account must be connected to Zipper
• For MindBody/Glofox migrations: Customer data must be exported with barcode IDs, and payment account numbers must be transferred to Stripe first
• Products must be created in Zipper that match the products from your previous platform

Steps

Step 1: Navigate to CRM Import

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click CRM in the left sidebar
3. Click Import in the CRM section
4. You'll see the import interface at https://app.joinzipper.com/dashboard/crm-import

Step 2: Choose Import Source

1. Select your import source:

   • Stripe: For direct Stripe imports
   • File: For CSV file imports
   • External Import: For MindBody/Glofox migrations (requires setup)

2. Click Start Import to begin

What happens next: The system will fetch data from your selected source and create import items for review.

Step 3: Review Import Items

1. Review the list of import items displayed in the import interface

2. Check customer information:

   • Email addresses
   • Names
   • Phone numbers
   • Custom fields

3. Edit items as needed:

   • Click on an item to edit customer details
   • Update email, name, phone, or other fields
   • Add subscription details or punch card information

4. Select items to import:

   • Use checkboxes to select individual items
   • Use Select All to select all items
   • Use filters to find specific customers

Note: You can edit items before importing. Changes you make here will be applied when you process the import.

Step 4: Configure Subscriptions (Optional)

1. If importing subscriptions, click Bulk actions > Add Subscriptions

2. Select products to assign to imported customers

3. Configure subscription details:

   • Start dates
   • Pricing (if different from product price)
   • Discounts (if applicable)
   • Payment methods

4. Click Save to apply subscription configurations

What happens next: Subscription details will be added to import items and applied when you process the import.

Step 5: Customize Welcome Email (Optional)

1. Click Customize welcome email button

2. Edit the email template:

   • Add your organization's branding
   • Include migration information
   • Add next steps for customers

3. Use template variables:

   • {{customerName}}: Customer's name
   • {{subscriptionDetails}}: Subscription information
   • {{orgName}}: Your organization name

4. Click Save to save the template

What happens next: This template will be used when sending welcome emails to imported customers.

Step 6: Process Import

1. Review all import items one more time

2. Click Import Selected to import selected items, or Import All to import everything

3. The system will:

   • Create customer records
   • Add payment methods (if available)
   • Start subscriptions (if configured)
   • Create punch cards (if configured)

4. Monitor progress:

   • You'll see a progress indicator
   • Success and error counts will update in real-time

What happens next: After processing completes, you'll see a summary of successful imports and any errors.

Step 7: Review Import Results

1. Check the import summary:

   • Number of customers imported
   • Number of subscriptions started
   • Number of errors (if any)

2. Review errors:

   • Click on error items to see details
   • Fix issues and retry failed imports
   • Common errors:
     • Duplicate email (customer already exists)
     • Missing required fields
     • Invalid email format
     • Product not found

3. Verify imported customers:

   • Navigate to CRM to see imported customers
   • Check customer profiles for accuracy
   • Verify subscriptions are active

Step 8: Send Welcome Emails (Optional)

1. Select customers who should receive welcome emails
2. Click Send Welcome Emails Selected or Send Welcome Emails All
3. The system will send customized welcome emails to selected customers

What happens next: Customers will receive welcome emails with information about their accounts and subscriptions.

Step 9: Arrange Family Relationships (For MindBody/Glofox)

If you migrated from MindBody or Glofox with family relationship data:

1. Navigate to the import job page

2. Click Arrange Families (if available)

3. Review detected family relationships:

   • Parents and children will be categorized automatically
   • Verify relationships are correct

4. Confirm family arrangement:

   • The system will create guardian relationships
   • Subscriptions can be assigned to children from parent accounts

What happens next: Family relationships will be established, allowing parents to manage children's accounts and subscriptions.

Tips

• Test with small batches first: Import a small group of customers first to verify the process works correctly
• Review data before importing: Take time to review and edit import items before processing to avoid errors
• Preserve payment methods: Ensure payment account numbers are transferred before importing to preserve customer payment methods
• Map custom fields: Use custom field mapping to preserve all customer data from your previous platform
• Use bulk operations: Use bulk subscription tools to start subscriptions for multiple customers at once
• Customize welcome emails: Personalize welcome emails to communicate migration details and next steps to customers

Troubleshooting

Problem: I don't see the Import option in CRM Solution: Make sure you're an organization owner or admin. Contact your organization owner if you need these permissions.

Problem: Import fails with "Product not found" errors Solution: Ensure all products referenced in import data exist in Zipper. Create missing products before importing.

Problem: Customers are created but subscriptions aren't started Solution: Check that subscription details were configured in Step 4. You can start subscriptions manually using bulk subscription tools.

Problem: Payment methods aren't transferring Solution: For MindBody/Glofox migrations, ensure payment account numbers were transferred to Stripe first. Verify barcode IDs match between competitor data and Stripe metadata.

Problem: Family relationships aren't being created Solution: Ensure family relationship data was included in the export from your previous platform. You can manually create family relationships through the CRM if needed.

Problem: Welcome emails aren't sending Solution: Check that email addresses are valid and that your organization has email sending configured. Review email logs for delivery issues.

Related Articles

• How to Start Subscriptions in Bulk
• How to Manage Family Accounts
• How to Import Customers from CSV