Adding your Users into Optix from previous software or lists is easy. If you are migrating to Optix and have a large volume of User information to upload, we can help you! There are a couple of migration options to choose from:

.CSV import - Create a spreadsheet with four columns (first name, last name, company and email) and send the completed file to support@optixapp.com. If you’re looking to bulk upload User information from a spreadsheet, read this article.

​Stripe import - We can import members and their payment methods directly from your Stripe account. First, set up your Stripe integration and then follow this FAQ for next steps.