The Core Migration Assistant makes migrating your members and clients from your previous software platform easy. Once you have exported and uploaded your active member list, you will be able to request their payment information and add their plan, anniversary dates, historic checks ins and more to their profile making your transition to PushPress seamless.
Communication is key! Give your members a 'Heads up':
Preface the migration process by communicating to your members what you are doing. However you communicate this 'heads-up' message best with your members is up to you. Email, Call, Blog post, get coaches to announce etc. Make this communication compelling. Give them a good reason to do it. Create some excitement to get everyone moving forward together. YOU are a key component of migration success!
Sample Messaging for Members/Clients - "We are changing to PushPress to provide a better member experience from reserving classes on the member app to checking in upon arrival. PushPress requires less time in the office and more hands on time with members."
Sample Messaging for Coaches - We want to provide a better member experience for our members as well as our staff. Ease of checking in members, displaying workouts inside the gym, locating member plans and selling plans... less time working on software is more time in the gym with the members.
Sample email to members:
Subject:
Member management software change
Body:
Hi,
We are switching our member management platform from {insert old software name here} to PushPress™. Our goal is to manage the gym more efficiently, to provide the best member experience, and to focus more on being better coaches by spending our time on the gym floor with you.
This Transition will take place over the next few weeks. Expect an email from the new system requesting you set up and verify the existing information we have on file for you. The subject line will be "Action Needed - {insert your gym name here} Migration Request"
This email will be sent on {insert day of the week you plan to send this}.
Please open this email to update your set up your account information. If you have any questions, don't hesitate to ask, you can always catch me in the gym or email me at {insert your email here}.
Thanks again,
{insert your name here}
Step 1: Prepare Your Import File
Export data from your legacy software provider or start manually entering information.
Fill out member details, including:
Name, email, phone
Plans, discounts, billing info
historical_checkins_count (if you want to include past attendance)
Sub-account relationships (mark children under their parent account)
Double-check your file before uploading.
Step 2: Upload in Migration Assistant
Go to Settings → Migration Assistant → Start or Resume.
Upload your CSV
Review and correct:
Sub-accounts (children under parents)
Historical check-in counts
Contact details
Step 3: Assign Plans and Discounts
Assign membership plans, apply discounts, and set dates.
You can do this one-by-one or with bulk assign.
Bulk Assign Supports:
Plan assignment and discounts → Select a cohort and apply in one step.
Bulk activation → Activate multiple members together, choosing whether to request payment methods or skip.
Billing dates → You can now set plan start ≠ billing start (e.g., allow booking today but bill later).
Punch cards → Bulk edit plan details and set remaining sessions in the side panel.
Filters → Filter by plan, discount, status, or payment method to quickly target the right group.
Step 4: Activate Accounts
Select the accounts individually or select all to finalize accounts.
You can activate members in bulk and choose whether to send a payment method request.
Note: Once you click Create Account, you will still be allowed to edit historical check-ins (see below).
How to Migrate Families with Sub-Accounts
Sub-accounts (children under a parent) must be linked correctly before activation.
Step 1: Set Sub-Accounts
Go to Migration Assistant and located sub accounts.
Scroll to last column and select to choose a parent account.
Save changes.
*Once account is activated, sub account can only be assigned from the people page.
Bulk-Assign Plan to Parent Only
Filter to select parents only.
Bulk-assign the plan and any discounts.
Set Plan start date and Billing start date. These can be different (access now, billing later).
Apply to parents. Leave children with “No plan needed” if only the parent is billed.
Activate Parents
Select the parent cohort.
Click Activate → Request payment method.
This only sends payment requests to parents, not children.
3. Confirm activation. Parents will show active; sub-accounts linked under them.
After Activation
Any fixes (sub-accounts or historical data) must be made directly on the member profile in Core.
Updating Historical Check-Ins
If Member Has NOT Been Activated
Add
historical_checkins_countto your CSV before upload.Review and correct as needed.
If Member Has ALREADY Been Activated
Open the Migration Assistant and update Historic Check ins as needed.
Edit check-ins inline:
Add/remove up to 3,000 per operation.
Additions run in the background.
Removals are instant.
Tips:
Capture all legacy check-ins before activation when possible.
If your old system continues logging check-ins, use the inline editor later to true-up.
Practical Tips
Unique logins: Every account (including children) needs a unique login. Use plus-aliases or username login.
Filters save time: Use filters in for cohorts (parents, certain plans, trial members).
Data correctness: Double-check check-in counts and plan details before clicking Create Account.
Limits: Bulk edits are for pre-activation only. Once live, use Core for inline edits.
FAQ
Can I bulk assign plans and discounts?
Yes. Use Bulk Actions to assign plans/discounts to many members at once.
Can I set different start and billing dates?
Yes. You can start a plan immediately but defer billing to a later date.
Are sub-accounts included in payment migration?
No. Payments focus on primaries. Sub-accounts are excluded from auto-matching to avoid errors.
Can I edit historical check-ins after activation?
Yes, directly on the member profile (up to 3,000 per batch).
What if I already created accounts and need to fix sub-accounts?
Edit them directly in the Core member profile. Migration Assistant won’t allow it after activation.
Help
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
About PushPress
PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands! Want to take charge? Give us 3 minutes on the phone or schedule an in-person demo today!