What to export from your current system
Gather these before week one. Most platforms export CSV from a reports or admin section.
Members
| Field | Needed |
|---|---|
| Required — this is the match key | |
| First and last name | Required |
| Phone | Strongly recommended |
| Date of birth | For birthday messaging |
| Status (active, cancelled, lead) | Required |
| Join date | Recommended |
| Emergency contact | Recommended |
Memberships
- Plan name per member
- Price per member — including anyone on a grandfathered rate
- Billing frequency
- Next billing date
- Contract end date, if applicable
Grandfathered rates matter. If half your base pays a legacy price, that needs to come across exactly or you’ll have a very bad week.
Payments
- Your processor (Stripe, or something else)
- If Stripe: your account ID
- Customer and subscription IDs, if exportable
Documents
- Signed waivers as PDFs, ideally named so the member is identifiable
- Your current waiver template
Training data
- Workout history, if exportable
- Lift and PR records
- Class schedule — days, times, class names, coaches, capacity
Related
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