Migration from PT Minder

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

Limitations of migration

There are a few limitations on the migration process due to the way PT Minder 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 first payment date is the bill date for a membership.  If this is not the case then bill days will need manually adjusting

Preparation

Before exporting data from PT Minder 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 classed as Active in PT Minder so you may wish to make profile adjustments to only bring across the people you want.

Exporting data

In PT Minder go to Reporting section and download:

  • Client List report - choose the active option
  • Packages and Memberships report - download one file for memberships and one file for packages. Again choose the active option

Files should be downloaded in Excel format

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

You'll want to stop existing payments in PT Minder once you've migrated to WodBoard or customers will be charged twice.  To do this contact PT Minder 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.