Nice that you are interested in 'transferring' members with active products to your account within Trainin! We are happy to help you with this!

Below is an explanation of how a migration of members to Trainin works. We first consider the Process, then explain the Template (the Excel file) and the way customers can be imported. Finally, you can make a follow-up appointment to plan together with Team Trainin for a successful transition/use of the tool!

Inhoudsopgave

Process - step by step

We often get the question when transferring customers: ‘How long will this take?’ The answer depends on various factors; we can get it done within 1 hour if the information (the Excel template) is provided correctly, the account is already created, and Mollie is properly activated and linked.

We recommend scheduling an appointment via Google Meet to discuss the process and answer questions before transferring members with products, scheduled payments (and possibly appointments).

Timelines depend on the following factors:

• Can you provide the Excel file with members and ongoing products in Trainin format yourself, or can we assist you with this?
• Are you switching from another system? Can we assist in obtaining the data?
• Informing your members about using a new app (advice to indicate that a welcome email is coming).
• Is Mollie already linked and are all payment methods activated? Note: it takes several business days for SEPA/Direct Debit to be activated with Mollie!
• Is the portal and app set up? Or do you need help with this?

Once the above is clear, we can proceed with making a plan (depending also on when you want to transition) and act accordingly.

After the first session, the template can be filled out, then a ‘test run’ can be done on the staging server (we will schedule a separate short appointment for this) and then an appointment can be made to import the members (and possibly send a welcome email).

Template (the import file)

The following import template can be filled out and once it's complete, it can be shared with us again to check and import into the system: Great that you're interested in transferring members with active products to your account within Trainin! We're happy to help you with this!

Below, it's explained how a member migration to Trainin works. We’ll first go over the Process, then explain the Template (the Excel file), and how the customers can be imported. Finally, you can schedule a follow-up appointment to make a plan together with Team Trainin for a successful transition/adoption of the tool!