Migrating from StreamFit

This article runs over the process of migrating from StreamFit to WodBoard.

Limitations of migration

There are a few limitations on the migration process due to the way StreamFit exports data:

  • Offline payers and free memberships will need to be setup manually as we can't tell who pays via card and who pays offline
  • Any discounts on memberships will have to be manually applied once the import of data is complete
  • For athletes on a paused membership we bring across the athletes details and membership but cannot detect that it's paused so you will have to do this after the import
  • We assume the join date is the bill date for a membership.  If this is not the case then bill days will need manually adjusting
  • Class packs will have to be adjusted after the import for the number of remaining sessions and expiry date as we don't get this information

Preparation

Before exporting data from StreamFit it can be a good time to do some house keeping so you only bring across those athletes which you want to take to WodBoard. We will only bring across those with active memberships or passes.

Exporting data

In StreamFit go to Members in the sidebar, select your first membership in the dropdown and then choose the Active filter.  Then press the Export button:

On the popup select all fields and press Export

You will need to repeat this process for each membership. This is because if you export all memberships StreamFit doesn't tell us which membership is which.

As we match memberships and class packs by name when importing from StreamFit, the names in your WodBoard account will need to match exactly.  Consequently if you have renamed or reorganised your products as part of your migration to WodBoard, then you will need to either a) rename them back (you can change them in WodBoard once the import is complete) or b) change them in StreamFit so the names match the ones in WodBoard.  DO NOT edit the spreadsheet - this changes the format of the file and means the importer won't work.

Stopping payments in StreamFit

You'll want to stop existing payments in StreamFit once you've migrated to WodBoard or customers will be charged twice.  To do this either set all your membership prices to zero or align your account closure with the date you move to WodBoard

Importing data

Your WodBoard onboarding specialist will have sent you a link to upload the files to. You should do this the day before the migration is due to take place.