During your scheduled kick-off call, our Onboarding Team will let you know what data can be migrated into WellnessLiving.
Your Onboarding Specialist will provide you with spreadsheet templates that you can use for the migration process. After you've completed the data migration and onboarding process, you can follow the account verification steps to complete the setup of your account. After importing client profiles, you must manually add payment methods for each client in the WellnessLiving system. Memberships must also be individually sold or assigned to clients, and this will reflect in reporting metrics as new sales.
What data can be imported into WellnessLiving?
Clients
Client data – First name, last name, client ID, gender, email address, contact number, birth date, account balance, home location, address information, and communication settings.
Family relationships – First name, last name, who the client pays for, and relationship type.
Custom client fields – Custom client fields with text boxes, dropdown menus, and radio buttons.
Purchase Options – Active and inactive owned client memberships and session passes, visits remaining on owned memberships and session passes (including the duration remaining on time-based passes), price of owned memberships and session passes, and the purchase date, start date, expiration date, and/or auto-renewal data for owned memberships and session passes.
Attendance history and upcoming schedule – Service date, service start time, service end time, description of the service, the staff member who hosted or will host the service, the location at which the service took place or will take place, the room in which the service took place or will take place, the client who attended or will attend the service, the attendance status of the client, and the Purchase Option used to pay for the service.
Billing information – You will need to contact your current processor to confirm if they will be able to export the necessary data to your new processor. Please ensure you have the contact information for your current processor so all involved parties can work directly with them.
Payment methods, such as credit card or bank details, cannot be imported into WellnessLiving due to privacy and security regulations. Additionally, memberships cannot be automatically assigned or transferred during the migration process. Past data, such as visit history or payment history, will require manual recording if necessary.
Rewards points – The number of rewards points that a client has earned.
Retail products and inventory
Barcode, name, manufacturer, supplier, color, size, location, current inventory, cost, retail price, and reorder level.
Are there any data limitations?
The following information cannot be imported into WellnessLiving:
Sales history
Memberships with previously signed contracts (signed contracts can be manually uploaded as documents to client profiles)
All other aspects of data migration not listed in this article Sensitive data such as credit card or bank details are restricted from being imported to ensure compliance with privacy and security regulations. Manual input of these sensitive details is required post-import.
Reporting Implications
Memberships assigned manually post-import will appear as new sales in system-generated reports. This ensures accurate performance tracking even though memberships and related details cannot be automatically transferred during client data import.