đĄThis article is for members switching to TeamUp and members switching to TeamUp who also want to continue using their same GoCardless account. TeamUp integrates seamlessly with GoCardless, so after we've moved your customers' details across and matched them with their memberships on TeamUp, you will be able to continue using the same GoCardless account to collect payments.
Weâre well aware that switching systems can be a daunting thought - we know this because weâve spoken to thousands of businesses who have done this in the past. We donât want the stress of a switch to fall on our customerâs shoulders or the shoulders of their own customers, and so our expert team help make it as easy as possible to switch to TeamUp from another system.
Our fine-tuned switching process ensures you and your customers will have a smooth transition from your existing booking platform to TeamUp. Our team will be on hand to ensure your customer data is imported to TeamUp with no fuss - all we need from you is an idea of what data we should be bringing across and access to your existing data, weâll take care of the rest. With thousands of previous imports in our locker weâre experienced at making sure the transition is as effortless as possible. The expert managing your import will be with you throughout and easily contactable anytime you need help.
What customer data can be transferred to TeamUp?
Directly from your existing GoCardless account:
Contact information i.e. name, email, address.
Customer subscriptions/recurring memberships. Weâll import memberships to customer profiles so theyâre set up and ready to start booking with their existing membership.
Billing details including billing amounts and bill dates.
Payment details - we'll link customer mandates to their profiles so they can continue paying as normal.
From outside of GoCardless if you have the data available:
Other contact info i.e. phone, DOB.
Form data i.e. PARQ fields, emergency contact info.
Other customer memberships i.e. packs, prepaid plans.
Other payment details - If youâre already using Stripe we can import any saved payment details to customer profiles in TeamUp. If not, weâll prompt customers to add payment details to their membership as soon as they accept a personalised invitation to manage their TeamUp account.
What TeamUp will do for you
Create profiles for your customers including all their contact information - name, email, phone, address, DOB, etc.
Add form data to each profile i.e. PARQ fields, emergency contact info.
Add memberships or unused packs to each customer profile. Note that billing dates and amounts can be imported per customer to suit your needs, and donât necessarily have to align with your old system. The memberships can therefore reflect the ânewâ pricing to all new customers while loyal customers are grandfathered into the old pricing.
Copy over existing payment details if youâre already using GoCardless and/or Stripe.
Invite everyone via email on your behalf with a unique link to their own TeamUp profile.
Show you who has accepted the invites and if required, added their payment information.
What is required from you to make the switch?
1. An idea of what customer data you would like importing to TeamUp
If importing all data from GoCardless:
We recommend importing all customers with active subscriptions/memberships. We'll be able to send you a copy of the data in your GoCardless account so you can tell us who to exclude, if anyone. This can be done as soon as you've linked your existing GoCardless to TeamUp from Settings >> Payment >> Manage payment methods.
If importing data from outside of GoCardless:
Import just customers with memberships?
Import just customers with registrations since X date?
Do you need old data?
âTip. We often recommend that an offline copy may be better to keep your TeamUp account up to date and relevant with just active customers.
2. An indication of when you would like to go live with TeamUp
We can agree on a sensible switch date based on any notice you need to give your current booking supplier.
We can switch customers onto TeamUp while their final payments are processed elsewhere, aligning their next payment perfectly in TeamUp, so they can begin enjoying the benefits and booking into sessions straight away and keeping your sessions filled up.
You always have the final say as to when the customers are invited and âgo-liveâ. Weâll never communicate anything without your say-so.
3. Set up your TeamUp account
We need at least memberships set up in order to complete the import, but weâd recommend completing or reviewing the rest of the setup guide to ensure youâre ready to go live. Payment method/s should be added to ensure your customers can complete purchases when youâre live, for instance.
Note that weâll either need memberships to match the names of the memberships in your previous system, or we can ask for the matches before completing the import.
If youâre already using GoCardless and/or Stripe please integrate your existing account from Settings>>Payment>>Manage payment method so that we can move across saved payment details to TeamUp.
4. The customer data
Note. If all of your customers are in GoCardless all we need is for you to integrate your existing GoCardless account to TeamUp, from Settings >> Payment >> Manage payment method. Weâll be able to extract the data and take care of the rest.
From your existing software...
We can extract your customer data from your existing software. All we need from you is access to your current system. If you havenât already done so, just complete this quick and easy form and book a call so we can discuss your switch in more detail.
OR
From a spreadsheet...
If the above doesn't apply to you, just complete our import template and weâll do the rest. If you havenât already done so, just complete this simple form. You can send us a file if you already have one using the form, too. Just enter your details at the top and scroll down to attach them.
If at any point youâd like to speak to us about the switch just book a call here.
5. Inform your existing provider of the switch
Weâll help you to ensure billing is ended with GoCardless before billing starts in TeamUp.
Weâll be able to offer guidance on the best time to make the switch.
During the switch
Review the imported data - weâll let you know once weâve completed the import so you can check it out.
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Note that we'll never send any invites to your customers until you give us the green light.Inform your members of the switch. Check out our handy template to help with this.
Review and update the invite email as required: https://goteamup.com/providers/configure/notifications/ >> Customer: Invitation.
Give us the go-ahead to send the invites.
After the switch
Double-check that your former booking supplier has cancelled down any recurring payments or memberships.
Ask for help when needed - weâre always happy to assist. You can also check out our in-depth help centre for step-by-step guides.
Enjoy all the benefits of TeamUp, but donât hesitate to ask what else you might be able to do with TeamUp!
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âPreparing your customers for the switch