How to migrate existing Stripe customers to Memberstack when switching from WordPress to Webflow without losing paid plan data? Answered
hello, if this isn't the right place for support i'm sorry. I had an old membership package on WP. i changed the website to WF. And now we are using memberstack/stripe. All my old customers live in stripe. i've imported all the paid plans from stripe. they appear in my memberstack. i've had new customers sign up and use the very same plans using my new website. now i need to import the old members into MS. i was trying to do it manually first to see how the process worked. but when i go add member: the only option it gives me for plan is FREE PLAN. please help! here's a loom if that helps https://www.loom.com/share/cfcaeae9ce4d49e594b44eba3e08dae1?sid=a1f05d8e-8530-414f-a1ec-41ba061cff89
That article has a video that should help but I've watched that like ten times already lol!
I wanted to just try one customer at a time to see if I've done it right
here's a question, if I create the CSV with the stripe information and I don't have a MS ID number, will MS create one for me?
And again, just wondering why if i do manual add one member it doesn't allow me to assign any of our paid plans
Comments
14 comments
Yes, to test the import process you'll want to import via the CSV.
You can add paid plans to your members, but that's done through stripe.
gocha. ok so i'll test it with one member using the fields I see in the video and if I dont have a memberstack ID it will be generated for me
Correct but yeah definitely do your testing with a CSV.
You don't need that column.
Stripe ID and Stripe Sub ID plus name and email are the important ones
in stripe the PLAN column is the stripe sub ID
right
The sub id's begin with sub_
so that's bizarre. I did a export from stripe selected "all columns" and it didnt generate that ID number
45 customers I will be importing in.
The Stripe customer export is a bit odd.
It doesn't export subscription data.
Okay, so here's what you need to do.
You'll then need to add the sub id to your CSV based on the stripe customer id.
Does that make sense?
oof, and i just noticed in the meta data that there is a field for "platform" which has the old software in it. will this create a problem
what about my customers who paid for a lifetime / one time payment, they dont have subscriptions but are on a "plan"
Nope, that won't be an issue.
We recommend creating a free plan inside Memberstack and then granting access to that plan for those members.
Which can be done in the CSV import.
ok terrific thank you i see that now
what fields would i import then?
what if i accidentally import people for whom there is already a file in memberstack
what about the password. how do i set it or get them to set their own?
Then add a "Free Plan" column to your CSV.
Copy the ID of the plan you created (it will start with pln_) and paste into the rows that should receive that plan.
99% of the work here is getting your CSV right. Once you have the CSV, the rest is easy 🙂
Option 1 (recommened)
Don't set a password for your members. The first time they try to login, they would need to go through the forgot password flow.
Option 2
Add a password column to your CSV where you can set a password for your members. You would then tell your members "Login with this password, and change your password afterwards"
ok i've had success with one member, thank you. but still need to tweak the CSV to get all the information. really appreciate this help, its been so awesome.
glad to hear! and you're welcome!
Thank you so much Tyler Bell - really above and beyond customer service.
Please sign in to leave a comment.