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 plans you want to add them to. You can import as many members as you want!
2. When choosing the plan, each member can only be added to one plan. You can add different members to different plans.
3. We can maintain existing customer billing cycles during the import process.
4. If you have any custom signup fields, you can also add those to the import sheet.
5. Let us know via email when you're ready for us to run the import. 
6. 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.
7. 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 or choose an existing paid plan in MemberSpace which will give access to products you have on your website.
2. Add a Trial End date to the import sheet to set the billing cycle date for each member. Use the format YYYY-MM-DD (eg: 2025-07-01)
3. We can then run your import and assign all your members to this plan.
4. Members will be prompted to join the plan after accepting the invitation, but they won't be charged immediately and will see a number of days they have to trial the plan. After that trial ends members will be billed automatically.
5. Cancel any existing subscription/payments from a different platform.

OPTION 2 - Start a new billing cycle

1. You create or choose an existing paid plan in MemberSpace which will give access to 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.