Mar, 2015
I am migrating from another platform. Will I be able to import users and/or paying customers into the s2Member system?
Yes. Please see: Migrating from Other Software to s2Member
Import/Export Users, Members, Metadata, and Plugin Options
s2Member Pro comes with two sets of import/export tools. Both of these use structured CSV file formats.
- s2Member's Simple Import/Export Tools are designed for novice site owners. These are easiest to work with, but have a few limitations in terms of what you actually import/export. i.e., not all data can be imported/exported—just the basics.
- s2Member's Advanced Import/Export Tools can import/export much more information. You will have the ability to import/export Users, Members, all User Metadata, and even your s2Member plugin options. It is even possible to import mass updates to existing users in order to make sweeping changes quickly.
Coming from Another Membership Platform?
s2Member's Advanced Import/Export Tools, coupled with s2Member's Auto-EOT System can save the day! You can import all of your existing customers and provide them with access to your new site and services. In addition, if you import them with an EOT (End-Of-Term) Time, you can preconfigure the EOT for their account; based on their status in your previous membership platform.
Please note the following limitation: s2Member's import tools do not attempt to connect with any transactions, IPNs, or recurring billing profiles established by your previous membership platform. So while members can be imported, and even associated with prior transaction IDs, subscription IDs, an EOT, and more; it is non-trivial to arrange for any direct connection to your previous transactions and/or recurring billing profiles. This is where setting an Auto-EOT Time for each customer when you import them can help. If you can calculate when their access should expire, you can establish that from the start with s2Member, and then move forward from there—acquiring new customers that are connected to s2Member in many ways.
Will old billing profiles continue? This depends on what your previous membership platform was exactly, and on how it established and maintained recurring billing profiles for you. In the case of s2Member Pro, all recurring billing profiles are stored on the payment gateway side for best security, and for portability! Therefore, if you move from s2Member to another membership platform, recurring billing for any memberships that you sold with s2Member will continue uninterrupted. If your previous membership platform did the same, you should be fine.
Import/Export s2Member Plugin Options?
This can be a huge time-saver. s2Member is a comprehensive membership platform. Therefore, there are many configurable options. If you purchase an s2Member Pro Unlimited-Site License, you can run s2Member Pro on multiple sites. In this scenario, you could simply configure one instance of s2Member, export your configuration, and then import those config. options into your next site.