Migrations & Bulk Subscription Management Capabilities
Seamlessly migrate customers and subscriptions from competitors like Stripe, MindBody, Glofox, and WellnessLiving. Import customer data, transfer payment account numbers (PAN), establish family relationships, and bulk manage subscriptions—all with automated tools that preserve payment methods and subscription history.
Overview
Migration tools allow you to import customers and subscriptions from competitor platforms, transfer payment account numbers securely, establish parent-child relationships automatically, and bulk manage subscriptions. Support for Stripe imports, MindBody/Glofox PAN transfers, CSV imports, and guided wizards make migrations smooth and efficient.
Core Features
Customer Migration
| Feature | Description | User Benefit |
|---|---|---|
| Stripe Import | Import customers and subscriptions directly from Stripe accounts | Migrate existing Stripe customers without manual entry |
| CSV Import | Import customers from CSV files with custom field mapping | Bulk import customers from any source |
| Payment Method Transfer | Transfer payment account numbers (PAN) from competitors | Preserve customer payment methods during migration |
| Customer Matching | Match imported customers by email or barcode ID | Avoid duplicate customer records |
| Bulk Customer Creation | Create multiple customer records at once | Speed up migration process |
| Custom Field Mapping | Map competitor fields to Zipper custom fields | Preserve all customer data during migration |
Subscription Migration
| Feature | Description | User Benefit |
|---|---|---|
| Stripe Subscription Import | Import active subscriptions from Stripe | Preserve subscription history and billing cycles |
| Subscription Matching | Match subscriptions to products automatically | Ensure subscriptions map to correct products |
| Start Date Preservation | Maintain original subscription start dates | Keep accurate billing history |
| Payment Method Preservation | Transfer payment methods with subscriptions | Customers don't need to re-enter payment info |
| Bulk Subscription Start | Start multiple subscriptions at once | Activate subscriptions for many customers quickly |
| Subscription Status Sync | Sync subscription status from source platform | Maintain accurate subscription states |
Payment Account Number (PAN) Transfers
| Feature | Description | User Benefit |
|---|---|---|
| MindBody PAN Transfer | Transfer payment account numbers from MindBody | Preserve payment methods for MindBody customers |
| Glofox PAN Transfer | Transfer payment account numbers from Glofox | Preserve payment methods for Glofox customers |
| Payment Method Matching | Match payment methods by customer barcode ID | Automatically link payment methods to customers |
| Default Payment Method Selection | Automatically select best payment method | Use latest expiring cards or bank accounts |
| Payment Method Priority | Prioritize bank accounts and latest expiring cards | Ensure reliable payment processing |
| Batch Processing | Process payment methods in batches | Handle large migrations efficiently |
Family Relationship Management
| Feature | Description | User Benefit |
|---|---|---|
| Automatic Family Detection | Detect family relationships from competitor data | Identify parent-child relationships automatically |
| Guardian Relationship Creation | Create guardian relationships in bulk | Set up family accounts quickly |
| Parent-Child Categorization | Categorize family members as parents or children | Organize family structures correctly |
| Bulk Family Arrangement | Arrange multiple families at once | Process entire family structures efficiently |
| Relationship Mapping | Map competitor relationship types to Zipper | Preserve family relationship data |
| Family Subscription Assignment | Assign subscriptions to children from parent accounts | Support family billing models |
Bulk Subscription Management
| Feature | Description | User Benefit |
|---|---|---|
| Bulk Start Subscriptions | Start subscriptions for multiple customers at once | Activate subscriptions efficiently |
| Bulk Cancel Subscriptions | Cancel subscriptions for multiple customers | Manage subscription changes in bulk |
| Guided Wizard | Step-by-step wizard for bulk subscription operations | Easy-to-use interface for bulk operations |
| CSV Import for Subscriptions | Import subscription data from CSV files | Bulk import subscriptions from spreadsheets |
| Subscription Preview | Preview subscription changes before applying | Verify changes before committing |
| Error Handling | Detailed error reporting for failed operations | Identify and fix issues quickly |
| Partial Success Handling | Process successful operations even if some fail | Maximize success rate during bulk operations |
Subscription Actions
| Feature | Description | User Benefit |
|---|---|---|
| Start New Subscriptions | Create and start new subscriptions for customers | Activate subscriptions for new or existing customers |
| Restart Cancelled Subscriptions | Reactivate previously cancelled subscriptions | Resume subscriptions without creating new ones |
| Update Subscription Prices | Change subscription prices in bulk | Adjust pricing for multiple customers at once |
| Set Start Dates | Schedule subscriptions to start on specific dates | Control when subscriptions become active |
| Apply Discounts | Apply fixed or percentage discounts to subscriptions | Offer promotions during migration |
| Proration Control | Control proration behavior for subscription changes | Manage billing adjustments accurately |
Payment Method Management
| Feature | Description | User Benefit |
|---|---|---|
| Payment Method Selection | Select payment methods for subscription starts | Choose which payment method to use |
| Default Payment Method Detection | Automatically detect customer default payment methods | Use preferred payment methods |
| Payment Method Validation | Validate payment methods before use | Ensure payment methods are valid |
| External Payment Support | Support for external payment methods (cash, check) | Handle non-Stripe payment methods |
| Payment Method Assignment | Assign payment methods to subscriptions | Link payment methods to subscriptions |
Import Process Management
| Feature | Description | User Benefit |
|---|---|---|
| Import Job Tracking | Track import jobs with status and progress | Monitor migration progress |
| Import Item Review | Review and edit import items before processing | Verify data before importing |
| Bulk Edit Import Items | Edit multiple import items at once | Correct data efficiently |
| Import Validation | Validate import data before processing | Catch errors early |
| Welcome Email Customization | Customize welcome emails for imported customers | Communicate with customers during migration |
| Import History | View history of all import operations | Track migration activities |
Key Capabilities
| Capability | Details |
|---|---|
| Stripe Migration | Import customers and subscriptions directly from Stripe. Match customers by email, preserve payment methods, and maintain subscription history. |
| Competitor Migration | Migrate from MindBody, Glofox, WellnessLiving, and other platforms. Transfer payment account numbers, import customer data, and establish family relationships. |
| PAN Transfer Process | For MindBody and Glofox: Export customer barcode IDs, match to Stripe customers by metadata, transfer payment account numbers, then import into Zipper. |
| Family Relationship Setup | Automatically detect family relationships from competitor data, categorize parents and children, and create guardian relationships in bulk. |
| Bulk Subscription Operations | Start, cancel, or update subscriptions for multiple customers at once using guided wizards or CSV imports. |
| Subscription Restart | Reactivate cancelled subscriptions without creating new subscription records. Preserve original subscription history. |
| Payment Method Preservation | Transfer payment methods from competitors, prioritize bank accounts and latest expiring cards, and set as default payment methods. |
| Custom Field Mapping | Map competitor custom fields to Zipper custom fields during import. Preserve all customer data. |
| Import Validation | Validate import data before processing. Review and edit items before committing to import. |
| Error Recovery | Detailed error reporting for failed operations. Partial success handling allows successful operations to complete even if some fail. |
Migration Workflows
Stripe Migration Workflow
- Connect Stripe Account: Link your Stripe account to Zipper
- Import Customers: Import all customers from Stripe with payment methods
- Import Subscriptions: Import active subscriptions and match to products
- Start Subscriptions: Bulk start subscriptions for imported customers
- Send Welcome Emails: Customize and send welcome emails to migrated customers
MindBody/Glofox Migration Workflow
- Export Customer Data: Export customer data from MindBody/Glofox with barcode IDs
- PAN Transfer: Transfer payment account numbers from competitor to Stripe
- Build Customer Pivot: Match customers by barcode ID to Stripe customers
- Import to Zipper: Import customers with payment methods and subscriptions
- Arrange Families: Automatically detect and create family relationships
- Start Subscriptions: Bulk start subscriptions for imported customers
CSV Import Workflow
- Prepare CSV File: Format CSV with customer data and subscription details
- Upload CSV: Upload CSV file through import interface
- Map Fields: Map CSV columns to Zipper fields
- Review Items: Review and edit import items before processing
- Process Import: Create customer records and start subscriptions
- Send Welcome Emails: Customize and send welcome emails
Limits & Constraints
| Limit | Details |
|---|---|
| Batch Size | Payment method fetching processes in batches of 25 customers with rate limiting |
| Rate Limiting | 200ms delay between batches to respect Stripe API rate limits |
| Import Validation | All import items are validated before processing to ensure data quality |
| Error Handling | Failed operations are reported individually with detailed error messages |
| Partial Success | Bulk operations continue processing even if some items fail |
Integration Support
| Integration | Capabilities |
|---|---|
| Stripe | Direct import of customers, subscriptions, and payment methods |
| MindBody | PAN transfer, customer import, family relationship detection |
| Glofox | PAN transfer, customer import, family relationship detection |
| WellnessLiving | Customer import, family relationship detection |
| CSV Files | Import from any CSV file with custom field mapping |