Importing Data to Union
Union can import your crucial business data from:
Provider | Customers | Card on File | Subscriptions | Passes & Packs |
Mindbody | Yes | Yes | Yes | Yes |
Stripe | Yes | Yes | Yes* | Yes* |
Kajabi | Yes | No | Yes | Yes |
Adobe Business Catalyst | Yes | No | Yes | Yes |
Interval | Yes | No | Yes | Yes |
Teachable | Yes | No | No | No |
Wellness Living | Yes | Yes | Yes | Yes |
Woocommerce | Yes | No | No | No |
Arketa | Yes | No | Yes | Yes |
* if your current system uses Stripe Subscriptions
If you don't see your provider listed, we can typically perform an import from other systems. The data we'll be looking for:
- Customer Export (including name, email, phone)
- Card on File (typically coordinating with your current payment processor)
- Subscription Information (a file showing which customer has which subscription, subscription name, at what price point, and the interval and recurrence of its billing)
- Pass and Pack Information (which customers own which passes or packs, pass names, at what price point, when they expire, and how many uses remain)