Migrating to Swift

Switching to Swift? Welcome! We're honored to support your business.

Your dedicated Onboarding Manager will guide you through the entire process, help with onboarding tasks, and handle any data imports or migrations. They’re here for any questions or concerns along the way!

What to Expect

Here's a breakdown of what the transition to Swift entails:

• Swift Account Setup: Your Onboarding Manager will help you setup your account, walking you through the entire process.
• Upload your customer list: After the account setup, export a .CSV file of your client information (first name, last name, email address, phone numbers, etc.) from your current platform. The email address is a mandatory field, everything else is optional. You can then upload the .CSV file into Swift and each of those clients will have a Swift customer account automatically created! They can then use the corresponding email address to login and make bookings or purchases.
• Begin Booking With Swift: Start sharing your Swift booking link, or add it to your website to start receiving bookings!
• Keep Both Booking Systems Active (For a Month): Generally, we suggest running both systems in parallel for a few weeks to ensure you have complete confidence in the switch.

Migrating your customers to Swift

If you’re moving to Swift from another platform, you can easily import your existing customers by uploading a CSV file. This allows you to bring over key customer details without having to re-enter everything manually.

Important: If you have existing customers in Swift already, their profile will not be updated or overwritten, and will be skipped in the import.

Before you get started

Make sure you have a CSV file containing your customer information. You can either:

• Export a CSV from your current platform, or
• Manually enter your customer details into a CSV file

Swift also provides a sample template to help you format your file correctly. You can download this sample file by going to Customers > Import, and the link will be available within the prompt.

Importing your customers

To import your customers into Swift, follow these steps:

1. Log in to the Swift Admin
2. Navigate to the Customers tab
3. Click the Import button in the top-right corner

From the import prompt:

1. Click Download a Sample File if you’d like to use Swift’s template or compare formatting
2. Click or drag and drop your completed CSV file to upload it

Depending on the size of your file, the system may take a little time to read the file.

Mapping customer fields

The system will prompt you to,

1. Map each column from your CSV file to the corresponding Swift customer fields
2. For US-based facilities, you’ll have the option to opt customers into receiving marketing emails.
3. Review your selections and confirm the import by clicking Next and Start Import.

Depending on the size of your file, the import may take some time to complete. When prompted, you can safely close the import window and the process will continue in the background.

Once the import is complete, return to the Customers tab, where a green confirmation banner will appear if the import was successful. If a red banner appears, the import has failed and you can contact our Support team for more information.

Migrating Credit Card Information

If you'd like to migrate credit card data from your previous provider, you will need to initiate a migration request with Stripe (our exclusive payment processor).

To do this, follow the steps outlined in this article.

Essentially, the first step is to submit a request for a migration from your current payment processor.

Once that's done, you can submit a payment migration form on Stripe. That officially kicks off the process. After they're finished, Stripe will send you a mapping file which you can share with our support team - and we'll then map those payment methods over to the right customers in Swift!

If a PGP Migration Key is required, you can obtain that here.

Migrating Future Bookings, Credits, and Services

Migrating bookings and related credits or services will need to be done manually on your end. However, your Onboarding Manager will show you how to easily create events in the Calendar so the process can be expedited.

Informing Your Clients About The New Booking System

When you feel it's the right time, informing your clients about the shift to your new booking system is important. The timing is up to you, whether it's a week prior to your launch or on the launch day itself.

For any questions regarding the transition to Swift, feel free to get in touch with us at any time.