🚀 Migrating Your Customers & Payments to WithMe
Switching to WithMe from another platform? Amazing decision! 🎉 We're here to make your transition as smooth as possible. This guide walks you through how to bring your existing customers over and handle payments during the move.
📋 What You Can (and Can't) Transfer
Let's set expectations upfront so there are no surprises:
✅ You CAN transfer:
Customer names and email addresses
Any other contact details you have on file
❌ You CANNOT transfer:
Payment or card details — these are securely held by your previous platform's payment processor and cannot be moved between platforms
Active subscriptions or installment plans — customers will need to re-subscribe on WithMe
💡 Pro Tip: This is completely normal! Payment processors like Stripe keep card details locked to the platform they were entered on — it's a security feature, not a limitation. 🔒
📥 Step 1: Import Your Customers via CSV
First, let's get your customer list into WithMe! Head to your Customers area to import them in bulk.
Go to your Customers tab in your WithMe dashboard
Click the Import button
Upload a CSV file containing your customers' names and email addresses
Map the columns to the correct fields and confirm the import
🤔 Need Help With Your Migration?
Every migration is a little different, and we're here to help you figure out the best approach for your specific situation! 💬 Just reach out to our support team and we'll walk you through it step by step.