Adding your users into Optix is easy and can be done by importing information from your Stripe account. Follow the instructions below to import your existing users. 

As part of this process, you can also assign plans to users. In order to do so you must first create your plans in Optix

Importing users from Stripe

If your organization is currently using Stripe to process your user's payments, you can transition all of your users and their credit card information, over to Optix. Here is what we can migrate over for you:

  • Their first and last name

  • Their email address

  • Their credit card info

Once your users are migrated, you will need to add them to their teams (if applicable) as well as add them to their appropriate plan(s).

Note: You are not able to select 'some' users to migrate. With the Stripe migration, we are only able to migrate all Stripe users or none.

If you'd like to migrate your users using Stripe, please reach out to your Optix onboarding specialist.

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