Migrating to Swift

This guide covers everything you need to know about moving your customer data, payment information, and memberships from another platform into Swift.

Note: Existing bookings, credits, and services from your previous platform cannot be imported into Swift. Your Onboarding Specialist can show you how to recreate these events and items in your Swift account.

Overview: What Can Be Migrated?

Step 1: Set Up Your Swift Account

Your dedicated Onboarding Specialist will walk you through the full account setup process. They're your go-to contact for questions and tasks throughout the entire setup and onboarding process.

Step 2: Import Your Customer List

If you have a CSV file containing your customers data from a previous platform, you can import it directly into Swift using the bulk import tool.

What's required:

• Each customer record must include first name, last name and email address

• All other fields are optional

Need a starting point? Download the sample CSV template to make sure your file is formatted correctly.

How to import your customers into Swift:

1. In Swift Admin, go to the Customers page
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2. Click Import in the top right corner
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3. Upload your CSV file (drag and drop, or click to browse)
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4. Review the number of columns and rows detected, then click Next

5. Confirm the column mapping — make sure each column from your file is matched to the correct Swift field
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6. Optional: Check "Automatically opt-in all customers to receive marketing emails" if desired
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7. Review the import summary (new accounts to be created + existing accounts to be updated)
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8. Optional: Check "Notify customers when their account is created" to send them an automated welcome email
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9. Click Start Import

Good to know: If a customer already exists in Swift and they are also listed in your CSV file, their existing record will be skipped — it will not be overwritten.

Once imported, each customer will have a Swift account automatically created for them. When they go to your facility's booking page, they would select the Sign In option, enter their email address and input the verification code that's sent to their inbox.

Step 3: Import Memberships (if applicable)

If your customers have active memberships you want to carry over, Swift support can do a bulk membership import for you.

Before submitting:

• You must first create the membership types in your Swift account — the import matches customers to existing memberships, so your memberships need to be set up in Swift, in advance.

How to request a bulk membership import:

1. Download the Membership Import Template
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2. Fill it out with accurate customer details (name, email) and the exact membership names as they appear in Swift.
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3. Email the completed file to [email protected] with a note that you're requesting a bulk membership import

Step 4: Migrate Credit Card / Payment Data (If Applicable)

Important: Not all payment processors or platforms support exporting saved credit card information. Some providers also charge an additional fee. Check with your current provider first to confirm whether this is possible and what the fees are before starting the process.

Swift uses Stripe as its payment processor. To migrate payment data, Stripe handles the transfer directly from your old provider (this keeps everything PCI compliant and secure).

The process involves 3 steps:

1. Request a data export from your current payment processor

• This is called a PAN (Primary Account Number) export

• The account owner typically needs to initiate this request

• Your current processor may charge a fee for this service

• The data is sent directly from your processor to Stripe — you don't handle the raw card data

2. Submit a data import request through Stripe

• Go to Stripe's migration request page

• When asked "What Stripe Card representation do you want to import your card data into?" → select Payment Methods

• When asked "What data format?" → select CSV

• If a PGP Migration Key is required, you can get it here

3. Send the mapping file to Swift

• Once Stripe completes the migration, they'll send you a mapping file

• Forward that file to [email protected] and the Swift team will map those payment methods to the right customer accounts

More technical details are available in Stripe's documentation.

Step 5: Go Live

Once your setup is complete, you can start sharing your Swift booking link right away. We recommend adding it to your:

• Website

• Social media pages

• Email communications

Running both systems in parallel for a few weeks is a good idea while you build confidence in the switch. When you're ready, let your customers know about the new booking system — the timing is entirely up to you.

Need Help?

Reach out to the Swift support team at [email protected] — we're happy to help at any stage of your migration.