What doesn't come over from Uplifter 1.0, and what do we rebuild?

Must know

Auto-renewing membership plans don’t come over. If a signup is still due to renew, re-create its plan before the next renewal date. Monthly program registrations do come over and keep billing.
Passwords can’t be carried between systems, so everyone with an Uplifter 1.0 login sets a new one.
Athlete goals, personal coach assignments and order notes aren’t imported.
Coupons and installment membership plans the new Uplifter can’t represent wait for your decision instead of importing silently.

How it works. Uplifter’s team moves your club from a backup of Uplifter 1.0 and goes through a report of your data with you first. A gap is listed only when your club has data for it. Changes made in Uplifter 1.0 after the backup date aren’t included until the import runs again. Not carried over.

What	What happens	What to do
Auto-renewing membership plans	Not imported, and billing doesn’t resume on its own. One-time plans, their members and saved cards do come over. Monthly program registrations are different: they come over and keep billing (see payments and billing after the move).	Re-create each plan still due to renew before its renewal date. If every signup has lapsed, do nothing.
Passwords	Can’t be carried. Accounts with an active Uplifter 1.0 login still come over; only the password is new.	Each person sets a new one: staff, families.
Athlete goals and their progress history	Not imported.	Note down any you still need.
Personal (per-athlete) coach assignments	Not imported. Per-program squads come over as teams.	Check the teams. Note personal coaches in the athlete’s staff note if needed.
Order notes	Not imported. Notes on guardians and athletes do come over, as staff-only notes.	Copy any you need into a staff note.
Individual payment records	Stay in your old accounting records. Invoices come over with their line items, taxes and a payment summary. Event tickets come over without payment history.	Use your old records for the details.
Store item variants, images and sales history	Not imported. Name, SKU, price and stock do come over.	Add variants and images in Store > Products.
One-off cards that were never saved, and saved cards the payment provider no longer holds	Not carried.	Those families add a card again.
Volunteer hours and volunteer requirements	Not carried over.	Keep your own record of what each family owes or has worked.
Checkouts a family started but never finished	Not imported. A registration Uplifter 1.0 had recorded, even one still finishing checkout when the backup was taken, does come over.	If a family says their athlete is missing, enroll the athlete.

Carried in part, or waiting for your decision.

What	What happens	What to do
Coupons the new Uplifter can’t represent	Import as nothing. The others arrive as draft discounts.	Decide whether you need each one, then build it in Settings > Financials > Discounts.
Membership plans paid in installments that can’t carry	Come over as a one-time membership at the full total, not available for purchase online, so families can’t buy the whole amount by mistake.	Set the price in Athletes > Memberships, then turn on Available for purchase online and click Save Changes.
Medical questions that collect a file or image	Import as nothing.	Decide how you’ll collect those documents.
Emergency contacts beyond what an athlete record holds	Dropped.	Keep any you need in the athlete’s staff note.
Age rules that can’t be one range	No age limit, or only the part that held on every registration, which may admit someone Uplifter 1.0 turned away.	Set limits in Registrations > Programs.
Items kept out of Uplifter 1.0’s site search	Stay visible on your club website: the new Uplifter has no separate site search.	Check whether each should still be listed, in Registrations > Programs and Store > Products.

What to do, in order.

Decide before the import

Settle coupons, installment membership plans, medical questions that collect a file, and extra emergency contacts, and agree when to stop making changes in Uplifter 1.0: see getting ready for the move.

Re-create auto-renewing membership plans

Before each renewal date, create the membership with Create Membership in Athletes > Memberships, setting its Billing Interval to Monthly or Yearly to match the old plan. Then add each athlete who was due to renew.

Rebuild the rest

Work through the tables, then the after-the-move checklist.

Start here

What comes over

After the import

What doesn't come over from Uplifter 1.0, and what do we rebuild?