Migrating from Pike13

This article runs over the process of migrating from Pike13 to WodBoard.

Limitations of migration

There are a few limitations on the migration process due to the way Pike13 exports data:

  • The customers address, date of birth and gender are not imported as they are not provided by Pike13.  Customers will set this when first logging in.
  • The date of the month customer pays is not provided by Pike13 so is assumed to be the 1st.  If any different you will have to manually adjust it
  • 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
  • If a customer has given notice on a membership we don't know that so you will need to manually set it to cancel once the import completes
  • 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
  • Any fixed length memberships will be added as free if 1 charge and charged if multiple payments.  In both cases you will need to set an end date.

Preparation

Before exporting data from Pike13 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 bring across athletes with active memberships so you may wish to make profile adjustments to only bring across the people you want.

Exporting data

In Pike13:

  1. Click the Reports Icon and then New Reporting
  2. Click on Clients & Staff and then click Current Members
  3. Click Export

As we match memberships and class packs by name when importing from Pike13, 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 Pike13 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 Pike13

You'll want to stop existing payments in Pike13 once you've migrated to WodBoard or customers will be charged twice.  To do this use the Pike13 membership cancel functionality.

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.