Migrating (and importing) to MemberSpace

Migration to MemberSpace from another platform is a straightforward process, and we'll be here the whole way to help you!

Importing members

If you need to import existing members, our support team will be happy to help. Contact us via the help button in the bottom right or simply email [email protected].

1. We'll send you an online spreadsheet to fill in with your members' first & last names, their email addresses, and which paid plans you want to add them to. You can import as many members as you want!

   When choosing the plan, each member can only be added to one plan. You can add different members to different plans.

2. If you have any custom signup fields, you can also add those to the import sheet.
3. Let us know via email when you're ready for us to run the import. 
4. We'll then ask you to send us proof you notified your members about the upcoming import. Here's a template we recommend using.
5. After we run the import, every member will be sent an Invite Email. You can change the default subject line and text of the email easily by going to Customize in your left sidebar navigation > then clicking Notification Emails > Invite Email.
6. Members will be prompted to create a password and join their plan.

Importing Stripe Customer IDs

Before running the import, if your members currently have a Stripe customer profile, and you have a Customer ID for each member, we can easily sync up their payment details (via the import) to your new MemberSpace plans so the transition is seamless and they won't need to enter their billing details again.

To locate and export your members' existing Customer ID open Stripe and go to Billing > Subscriptions > Export

Next, select All under Date range and check that the export includes the Customer ID, then click Export:

Billing cycles:

OPTION 1 - Maintain billing cycle

1. You create a paid plan with a free trial in MemberSpace (e.g. "Legacy Members") which will give access to whichever products you have on your website.
2. We can then run your import and assign all your members to this Legacy Members plan.
3. Members will be prompted to join the plan after accepting the invitation, but they won't be charged immediately.
4. You manually update the trial period in Stripe for each member so they maintain their existing billing cycle.
5. Cancel any existing subscription/payments from a different platform.

OPTION 2 - Start a new billing cycle

1. You create a paid plan in MemberSpace (e.g. "Legacy Members") which will give access to whichever products you have on your website.
2. Cancel any existing subscription/payments from a different platform.
3. We can then run your import and assign all your members to this Legacy Members plan.
4. Members will be prompted to the checkout form to join the plan after accepting the invitation

Migrating to a free plan

If you want to invite folks to join a free member plan, here are the options below:

OPTION 1 - Use a 3rd party email marketing tool

1. Create a free plan.
2. Add member emails to an email marketing tool (like Mailchimp).
3. Copy the free plan signup link and add it to an email.
4. Send members the email with the free plan signup link. You can disable the free plan later on to reduce the chances of people sharing the free plan link inappropriately.

OPTION 2 - Manually invite members

You can always individually invite members to a free or paid plan.