Must know
- Your new club has to exist before anything is imported. If Uplifter set it up for you, accept the administrator invitation within 7 days.
- Uplifter goes through a report of your Uplifter 1.0 data with you first. Anything that can’t come over exactly waits for your decision.
- Your club name and web address stay as they are unless you choose the Uplifter 1.0 ones. Choosing the Uplifter 1.0 web address moves your site the moment the import starts.
- Check your club’s time zone before the import. Class times, closures and attendance history depend on it.
1
Have your new club and administrator ready
Your club must exist in the new Uplifter first. If Uplifter created it for you, accept the administrator invitation within 7 days: see Uplifter set up my club for me: how do I get in?
2
Go through the data report with Uplifter
Before the preview, Uplifter goes through a report of your Uplifter 1.0 data with you. Anything the import can’t carry exactly, or had to guess, waits for your decision, such as coupons the new Uplifter can’t represent, payment plans whose installment schedule can’t carry over, and medical questions that collect a file.
3
Tidy your records in Uplifter 1.0
Only staff with an email address get a login. Coaches without one stay listed by name on their programs. Add missing emails before the backup, or add them afterwards and invite the person. Children with the same first and last name and the same birthday become one athlete, even when they are in different families, so check for genuine duplicates before the backup. If two different children are combined, add the second one by hand after the import.
4
Agree when to stop making changes in Uplifter 1.0
Each import reads the most recent backup of your Uplifter 1.0 data, so anything changed after that backup isn’t included until the import runs again. Agree with Uplifter when you’ll stop making changes before the final import.
One billing day for the whole club. Uplifter 1.0 kept a bill day on each auto-renewing program. The new Uplifter bills every recurring registration on one day of the month.
Families are matched by email. Carried balances, gift certificates and family memberships attach to the family whose email matches. Anything unmatched isn’t carried over. Make sure each family account in Uplifter 1.0 has an email address before the backup.
Related: Uplifter set up my club for me: how do I get in? · How do I update my club’s contact info and time zone? · How do I set my club’s monthly billing day and grace period? · What is a preview import, and what changes when we go live?