Many don't know that you can migrate your client records from your existing platform and over to sticky.io!
Now, why would you want to migrate your client records?
Active Subscriptions: If you have clients with subscription plans (e.g Monthly, Annual) migrating these client records would be imperative to maintaining an active subscription, retaining the same renewal date, billing information and general customer flow.
Below, we'll cover critical key elements to making sure you cross over the finish line without any pesky road blocks. This will give you the general context of our specifications and requirements.
Followed by a guided step-by-step walkthrough on everything you'll need to do leading up to the point of migrating your client records and beyond.
When should I migrate my client records?
Migrating your client records including any active subscriptions should be done after you've "gone live". As we'll explore deeper in the article, this means you've created one-to-one arrays for all of your products, billing models, shipping methods, added all of your integrations including payment gateways and deployed your campaigns.
As such, when the migration is performed, sticky.io can map the fields from your existing provider over to ours to ensure the integrity of the data remains intact.
What all should be migrated?
It is important to note that the list below is a generalization of what we typically expect. For example, if you're a SaaS (Software as a Service) business. We would not expect a shipping address or shipping methods for digital goods.
Field Type | Field Name |
Customer Information | Customer First & Customer Last Name |
Customer Information | Customer Phone Number |
Customer Information | Customer Email Address |
Customer Information | Customer Billing & Shipping Address |
Customer Information | IP Address |
Order Information | Product |
Order Information | Billing Model |
Order Information | Shipping Method |
Order Information | Offer |
Order Information | Campaign |
Order Information | Next Renewal Date |
Credit Card Information | Card Type |
Credit Card Information | Card Holder First & Last Name |
Credit Card Information | Card Number |
Credit Card Information | Expiry Date |
NOTE: It is against PCI compliance for any entity to have "raw" credit card information. sticky.io will work directly with your existing provider to securely encrypt and transfer this information over via a SFTP (SSH File Transfer Protocol).
How do I initiate the migration to sticky.io?
Next you will need to request your client records from your previous provider through email.
When you initiate this request to your provider, please cc support@sticky.io so that our team is notified in advance that this process has begun and to be expecting updates.
Thereafter, you must fill out the Data Migration Request Form by clicking here.
sticky.io will then provide your provider with all of it's PCI docs, sticky.io's public PGP Encryption Key and Temporary SFTP user for the client records to be transferred to sticky.io securely.
When sticky.io receives the client records, we will then format it according to to our import requirements. We will map each customer to the products, shipping methods and campaigns that you provide us for the migration, and import your customers to sticky.io.
Breaking Down Your Migration Into sticky.io
Fantastic! Now that you have the general context of our specifications and requirements, let's break this process down step-by-step so that you can onboard to sticky.io without any roadblocks or mishaps.
Initial Onboarding: To map your client records to sticky.io, first you will need to create all of the necessary products, billing models, offers, shipping methods and campaigns.
As such, this will allows sticky.io to appropriately map one array from your provider to another array in sticky.io. Ensuring that the client keeps the same subscription, renewal date, billing model etc.
This is generally the most resource intensive step in onboarding to sticky.io. As such if you find that you'd like assistance we have a few options to keep you covered.
If you or your team need assistance with this step, we have you covered!
Onboarding Guide: Refer to our new and improved step-by-step onboarding guide here. This will give you a tour of how to setup and deploy your first campaign through sticky.io.
Training & Onboarding Webinar: Sign up to our daily training and onboarding webinar here. Every day, our Onboarding & Training specialist will give end-to-end platform walkthroughs.
Going Live: As written above, in order for sticky.io to perform a successful migration and keep the integrity of your client records you must create all of your existing products, billing models, offers and campaigns.
This enables sticky.io to ingest your client records and map every field from your existing provider to sticky.io.
Initiating Migration: Next you will need to request your client records from your previous provider.
When you initiate this request to your provider, please cc support@sticky.io so that our team is notified in advance that this process has begun and to be expecting updates.
Thereafter, you must fill out the Data Migration Request Form by clicking here.
Performing Migration: sticky.io will then provide your provider with all of it's PCI docs, sticky.io's public PGP Encryption Key and Temporary SFTP user for the client records to be transferred to sticky.io securely.
When sticky.io receives the client records, we will then format it according to to our import requirements. We will map each customer to the products, shipping methods and campaigns that you provide us for the migration, and import your customers to sticky.io.
Upon finishing your migration, our migrations team will notify you.
FAQ
Q: Is the customer notified of the migration?
A: No. Your customers are not notified.
Q: Is the CC information safe?
A: Yes. sticky.io holds the highest level of data and legal security. Notably holding the
highest level of PCI Level 1 compliance. Which is the highest PCI DSS level to be obtained.