If you have existing users at your organization and want their information imported into your new Optix account, there are two ways you can do this:
Migrating users through your existing Stripe account:
If your business 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.
Migrating users through our Optix Support Team:
If you don't have an existing Stripe account, the Optix Team can help you to migrate your users and teams into Optix.
To do this, we will need a spreadsheet complete with the following fields:
- First Name
- Last Name
- Team name (if applicable)
- If they are a team admin (please designate one team admin per team)
Once your users and teams are migrated, you will need to add them add them to their appropriate plan(s).
If you'd like to migrate your users through our Optix Support Team, please reach out to your Optix onboarding specialist.