If your previous CRM is not listed in our migration guides, don't worry! There are a few methods you can use to export your data and get it over to us. Follow the steps below based on your situation.
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Method 1 - Contacting Their Support Team
The easiest way to export your data is to contact your previous CRM's support team directly via email or in-software chat. Request a full export of your contacts and membership data in CSV or XLSX format and ask them to send it directly to [email protected].
Note: If you're unsure what to ask for, here's a template you can use:
Hi,
I am migrating to a new software provider and would like to request a full export of my database including contact information and membership data. Please send the export in CSV or XLSX format to [email protected].
Thank you.
Method 2 - Manual Export
If there is no support team available or they are unable to assist, you can manually export your data using any reports available in your software. Look for reports such as:
All Contacts or Members report
Membership details report
Attendance report (if applicable)
Note: Where possible export all contacts in a single report to avoid duplicates. Please export files in CSV or XLSX format.
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Submitting Your Files
Once you have your exported files, please send them to our data team at [email protected].
Please include your Spark ID in your email, which can be found in the top left corner of your Spark software. This helps us identify your account quickly.
Accepted file formats: CSV, XLSX, XLS, Numbers
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Financial Data
If your previous CRM does not support financial data transfers, we recommend using Spark's Credit Card Recollection feature to recollect card information from your customers. https://help.sparkmembership.com/en/articles/9859920-credit-card-recollection-feature
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Frequently Asked Questions
What if my CRM exports in a format other than CSV or XLSX? Please reach out to us at [email protected] and we'll do our best to work with the format provided.
How long does the import into Spark take? Once we receive your files, your data will be imported within 2 business days.
What if I'm having trouble exporting my data? Reach out to us at [email protected] or via our in-app live chat and we'll help you figure out the best path forward.