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Client Data Import: The Pike13 Onboarding Process

Learn how your Onboarding Specialist imports your active client data into Pike13, including prerequisites, timelines, and supported data fields.

The data import process, managed by your Onboarding Specialist, moves your active clients, along with their current passes and plans, into your Pike13 site.

Importing data does not happen automatically. You should time your import to include the most current data and allow time to carefully review it. Depending on your files, your Onboarding Specialist may need up to a week to import the data into your Pike13 site.

In this article

Prior to importing

To get started, you must have completed signing up for your Pike13 subscription, have a live merchant account (if applicable) and have created in your Pike13 site:

Importing in your data

  1. Inform your Onboarding Specialist that you will send XLS or CSV files containing your active client data and current pass/plan information

  2. Your Onboarding Specialist will review the data and follow up if there are any questions.

  3.  After review, draft import files will be created and sent to you for verification. This usually takes up to a week, depending on the completeness and quality of the original data.

  4. Review the draft import files and make any necessary corrections.

  5. Return the final import files to your Onboarding Specialist, who will then import the data into Pike13. This typically takes one business day.

Missing Data

Occasionally, some data may not be imported due to missing emails, incorrect names, or other errors. Your Onboarding Specialist will provide a list of clients and reasons why their data could not be imported.

Data Fields Supported for Import

The following client data fields can be imported into Pike13:

  • Name (first, middle, last) (First and last name are required for all clients)
  • email address (required for clients managing themselves and/or others)
  • home phone
  • home address
  • Home location
  • Country
  • Birthdate
  • Guardian name (required for clients managed by another, i.e., dependents)
  • Guardian email address (required for clients managed by another, i.e., dependents)
  • Managed clients
  • Primary staff member
  • Any custom fields
  • plans or passes that the clients have already purchased that are still active
  • Saved payment information (varies by provider, sometimes at extra cost)