Migrating from ClubRight

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

Limitations of migration

There are a few limitations on the migration process due to the way ClubRight 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 start 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 ClubRight 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. 

Exporting data

In ClubRight go to Reports and then choose "All Active Members":

Scroll to the bottom of the page and click the "Export All" option

As we match memberships and class packs by name when importing from ClubRight, 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 ClubRight 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 ClubRight

You'll want to stop existing payments in ClubRight once you've migrated to WodBoard or customers will be charged twice.  To do this set all memberships to free or align your account closure with your 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.