Adding your Users into Optix is quick and easy. Follow the instructions below to import your existing Users.Β
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/or just 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
If you are importing all Users and their payment method:
Reach out to our team via the chat box in the bottom right hand corner of your dashboard to request a Stripe User and Payment Method import.
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 already have Users in your Optix dashboard and would like to only import their payment method:
Ensure that all of your Stripe Users' emails match the email associated with their Optix account. The email address is the key indicator for matching data across Stripe and Optix β if these do not match, no payment method will be imported.
Reach out to our team via the chat box in the bottom right hand corner of your dashboard to request a Stripe Payment Method import.
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