This guide covers everything you need to know about moving your customer data, payment information, and memberships from another platform into Swift.
Overview: What Can Be Migrated?
What | How | Who Does It |
Customer list | Bulk CSV import (self-serve) | You |
Requesting and export from your current payment processor, and importing it int your Stripe account via a migration request | You, your previous payment processor and Stripe
(and Swift support once the the data has been migrated) | |
Memberships | Swift bulk membership import template | You + Swift support |
Future bookings & credits | Manual entry into Swift | You |
Note: Bookings, credits, and services from your previous platform cannot be imported into Swift. Your Onboarding Manager can show you how to recreate these events in your Swift Calendar.
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 an email address
All other fields (first name, last name, phone number, etc.) 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:
In Swift Admin, go to the Customers page
Click Import in the top right corner
Upload your CSV file (drag and drop, or click to browse)
Review the number of columns and rows detected, then click Next
Confirm the column mapping — make sure each column from your file is matched to the correct Swift field
Optional: Check "Automatically opt-in all customers to receive marketing emails" if desired
Review the import summary (new accounts to be created + existing accounts to be updated)
Optional: Check "Notify customers when their account is created" to send them an automated welcome email
Click Start Import
Good to know: If a customer already exists in Swift and appears in your CSV, their existing record will be skipped — it won't be overwritten. Once imported, each customer will have a Swift account automatically create for them and they can just sign in on your facility's booking page using their email address.
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:
Download the Membership Import Template
Fill it out with accurate customer details (name, email) and the exact membership names as they appear in Swift
Email the completed file to support@runswiftapp.com with a note that you're requesting a bulk membership import
Step 4: Migrate Credit Card / Payment Data (If Applicable)
** Important: Not all platforms support exporting saved credit card information. Check with your current provider first to confirm whether this is possible before starting.
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
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 support@runswiftapp.com 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 support@runswiftapp.com — we're happy to help at any stage of your migration.