Skip to main content
Guided migration

Move to ClassFlow without breaking momentum.

We review the available exports, map supported records, plan the billing handoff, and build a launch checklist with you. Scope and timing are confirmed after the source data and provider requirements are known.

A switch planned in three clear steps.

A clear import plan, validation pass, and launch checklist keep the switch manageable for staff and members.

1

Export Your Data

Pull the most complete member, membership, purchase, and schedule exports your current provider makes available. Vendor access and report names can change.

2

Import Your Data

Review the source files with ClassFlow, confirm the supported mapping, and validate a staged import. Required cleanup depends on the columns, data quality, and payment-provider handoff.

3

Go Live

Reconcile record counts and balances, test critical staff and member workflows, communicate the cutover, and launch against an agreed checklist.

Start the export review with

  • Member and contact records
  • Memberships, credits, products, and payment status
  • Bookings and future schedule data
  • A sample file for mapping review before import

Migration scope

What transfers, and what needs a decision.

We map the source export first, then confirm what can import and what needs review.

Member profiles & contact info

Mapped after the available source fields and data quality are reviewed

Memberships & plan types

Mapped after plan structure, status, and billing handoff are reviewed

Credit balances

Mapped where source provenance is clear; otherwise reconciled manually

Emergency contacts

Depends on source export fields

Tags & segments

Mapped after source review

Attendance history

Imported when the source provides usable class and attendance records

Payment methods

Requires processor migration or secure member re-entry

Class schedules

We help you recreate them in ClassFlow

Old marketing email history
Marketplace listings

Questions

Migration FAQ

Common questions about switching to ClassFlow.

See the fit

See whether ClassFlow fits before your next schedule cycle.

Migration planning and a product demo focused on your booking, lead follow-up, class operations, and member experience.

Before you switch