In case you've been using other membership plugins and have created a customer database, but want to migrate them to Thrive Apprentice, the solution for that is really simple.
Here's what you'll need to do, to import the existing customers to Thrive Apprentice:
1.Export the .CSV file with your customers
Most plugins will offer you the possibility of exporting the list of members into a .CSV file. Here are some examples of frequently used plugins from where you can do this:
If you've been using MemberPress, access the "Members" section of the plugin submenu:
On the bottom left side of the list of members, you'll see this option:
If you click on it, a download will immediately start, and you'll get access to the .CSV file in a matter of seconds.
- WishList Member
Similarly, if you're using WishList Member, go to the "Members" section:
Then, go to the "Export" option:
Configure these settings, and click on "Export Members":
The .CSV file will start downloading.
Things are pretty straight forward with WooCommerce, as well.
If you want to import customers from here into your Thrive Apprentice dashboard, access the "Customers" section by hovering over "WooCommerce", in the left sidebar:
The list of customers will open, and you can use the "Download" option to get a hold of the .CSV file:
You will receive the list via email:
Please note that the option will not be visible if there are no customers in your list.
In case you're using MemberMouse, the "Export Members" option can be found after accessing the "Manage Members" section:
To download the .CSV file, click on "Export Members":
For SendOwl, we've created a separate article, that can be found here, where we've shown where the list of customers can be found.
Of course, these are just some examples, but the option will be found in most of the membership plugins.
2.Import the .CSV file in Thrive Apprentice
Once you have the list of customers, you can access the Thrive Apprentice dashboard and import it.
Hover over "Thrive Dashboard" and open Thrive Apprentice:
Access the "Customers" section from the left sidebar:
Click on the "Import Customer" option found on the top right section:
This will open a pop-up with two options. Click on "CSV file":
You will then be able to drag and drop the file, or click on the "Add file" option, if you need to browse through your computer and look for it:
Once the file is loaded, you can click on "Continue":
The list of customers will appear. Scroll down to get to the "Give users access to the following" section, and choose for which course(s) they should get access to:
You can choose whether you want them to be notified by email or not, and then simply click on "Save":
As simple as that, the new customers have been imported to Thrive Apprentice:
Note: If you were not able to export the list of customers as a .CSV file, you can opt to manually do this, by clicking on "List of names and emails" option:
Learn more about using the "Customer Ithis option here.
This is how you can import an already existing list of customers to Thrive Apprentice. I hope this article was useful to you and, if that's the case, be sure to leave a smile below 😄