Welcome to Movement! If you're currently using another platform such as Passion.io and considering migrating your community to an app made with Movement, this guide will walk you through the process step-by-step. We’ve broken the migration into three clear stages for a hassle free setup.
By the end of this guide, your members will have been migrated seamlessly to your Movement app, with their product access and active subscriptions properly mapped and managed through Movement and Stripe.
Step 1: Preparing for Migration
In Movement, products are used to sell anything in your app – whether that’s specific types of content, a program or a subscription to your whole app. To successfully migrate your paying members, you need to ensure that you have created products in your Movement app that correspond to the existing ‘Pricing Plans’ in your Passion.io app.
Steps to Complete:
Create your Products in Movement
Learn more about setting up products here: How to Create Products in Movement
Ensure that you create a corresponding product in Movement for each ‘Pricing Plan’ you offer in your Passion.io app.
Set up your Access Rules
Once you’ve set up your products, you’ll want to add them to your access rules to paywall some or all of your content: Check out our guide on this here.
Step 2: Import Members and associated product IDs using our CSV Template
The first part of the migration involves importing all your members into Movement and giving them access to the correct one-off purchase products, as well as initial access to subscription products. This will be done using a CSV file that includes the members’ name and email address, as well as the ID(s) of products they should have access to when they join your Movement app.
On completion of this step, members will be invited to create an account in your app via a welcome email, and will have access to any products you specify once they join your app.
What You’ll Need:
A CSV file created **from this template** (do not update the column titles)
Make a copy of this template in Google Sheets
We recommend first filling this CSV out with a test group of 5-10 members to test the import with before migrating all your members.
Fill out the columns as follows:
Name: The name of the member
Email: The member’s email address (to send the automated invitation email to)
Products ID (optional): Include Product IDs (or multiple IDs separated by commas) for products each member should access. Skip this if no product access is required.
A product’s ID can be located in the Movement admin by navigating to the Sell tab, clicking on the Product in the lefthand sidebar, navigating to ‘Details’, then scrolling down and expanding the ‘Advanced’ section.
Here is an example record:
Once completed, download the file as a CSV.
How to Import:
Navigate to the Engage > Members tab in the Movement admin.
Hit the [+Add Member] button, then [⬆️ Import Members via CSV]
3. Upload the CSV by clicking in the input field or dragging and dropping.
4. Optionally include a personal message to include with the invitation/ welcome email
5. Hit [Add Members]
6. After hitting [Add Members], members will be invited to create an account in your app via a welcome email, and will will have access to any products you specified in the CSV once they join your app.
Step 3: Link Existing Subscriptions
This step is only relevant if you’re migrating recurring (membership) pricing plans from passion (or another Stripe connect integration) to subscription products in Movement.
Now that your members are imported into your app, the next step is to migrate their active subscriptions from Passion.io to Movement. As Passion.io and Movement both use Stripe Connect for managing payments, the migration of active subscriptions between platforms is straightforward.
The key benefit of migrating subscriptions is that access will be automatically managed based on subscription status. If a member cancels their subscription in the future via your Movement app, their access to the associated content will be revoked without any additional effort on your part.
What You’ll Need:
Fill out this CSV template with the following information:
Stripe Customer ID
Stripe Customer Email
Subscription IDs of current stripe subscriptions (That were created via Passion.io)
ID of target Movement subscription product(s)
The stripe information from above can be easily exported in CSV format by navigating to https://dashboard.stripe.com/subscriptions , hitting the ‘Export’ button then choosing the custom columns in the image below:
Generate a Restricted key in Stripe:
This will allow us to generate a list of all your active Stripe plans as we currently don't have access to them via the API. Make sure your Stripe account is not in test mode when you generate the key.
The key should have permission to write the following objects: Subscriptions, Customers, Products, Credit Notes and Prices.
You can create the key from your Stripe dashboard here: https://dashboard.stripe.com/apikeys
Name the key 'Movement' and toggle the permission of Subscriptions, Customers, Products, Credit Notes, and Prices to Write. Once this has been done, hit 'Create Key' in the bottom right. After you hit create key, you'll be temporarily shown the key which you can copy and then share with us at [email protected] or over the live chat.
How to Link Existing Subscriptions:
Fill Out the Subscription CSV Template as described above. We can use this CSV to map each member’s current Stripe subscription(s) from Passion.io to the corresponding Stripe subscription product(s) in Movement.
Generate the Restricted Key
Submit to Movement Team: Once the CSV is complete, and the restricted key is generated, send them to the Movement team, at [email protected] (or via our live chat), and we’ll handle the process of mapping the Stripe subscriptions for you.
This step ensures that recurring payments and associated content access is seamlessly transferred.
Thats it!
By following these two three, you will have successfully migrated your members and their product / subscription access from Passion.io (or another platform) to Movement. Here’s a quick recap:
Prepare for migration: Set up products and access in your Movement app.
Import Members and Products: Use the provided CSV template to bulk invite your members to sign up for your new Movement app, and assign them the correct product access.
Link Existing Subscriptions: Fill out the subscription CSV template then send it to our team and we will map the active Stripe subscriptions from Passion to Movement.
If you have any questions or need assistance at any stage of the migration, our support team is here to help!