Migrating from Wellness Living

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

Limitations of migration

There are a few limitations on the migration process due to the way Wellness Living 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
  • Paused memberships will be imported but the customer will be charged a pro-rated activation fee when resuming the membership. This may or may not be correct depending on your pause policy in Wellness Living
  • We assume the last payment date is the bill date for a membership.  If this is not the case then bill days will need manually adjusting
  • Any future scheduled memberships won't be imported

Preparation

Before exporting data from Wellness Living it can be a good time to do some house keeping so you only bring across those customers which you want to take to WodBoard.  We import customers with an active membership or pass so you should cancell their product if you do not want them imported.

Exporting data

In Wellness Living head to Reports and look for the Memberships report. Click the three dots icon in the head section and choose Export and then CSV. Repeat the process for the Visits Remaining report. For the memberships report filter in the last bill date and for the Visits Remaining report make sure memberships are not included.

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

You'll want to stop existing payments in Wellness Living once you've migrated to WodBoard or customers will be charged twice.  To do this contact Wellness Living support. We recommend downloading all your data, especially the waivers athletes have signed, before completely closing the account.

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.