A fresh start. Without losing your context.

Moving platforms is a team decision. Start with your current records, your everyday workflows, and a clear plan for what comes next.

Paper-cut illustration of people connected around a community, with learning and membership motifs.
Product screenshot plannedReview your data before bringing it inView image brief

Actual screenshot of the Eknite import wizard showing column mapping, a dry-run validation summary, and sample row issues for a fictional contacts CSV. Pair with a small business-to-representative relationship detail. No real member data and no invented migration success metrics.

Your move,
one clear step at a time.

Agree the scope before transferring data. A small, representative sample is a useful place to start.

  1. 01

    Understand your current setup

    List your record types, membership plans, public content, and the workflows your team relies on.

  2. 02

    Prepare and map your data

    Export contacts and businesses, review duplicates, and map columns to the appropriate fields.

  3. 03

    Run a sample and review

    Use a dry run, inspect validation results, and check the records with the people who know them.

  4. 04

    Set up your member experience

    Configure branding, website pages, plans, and staff access. Rehearse common member tasks.

  5. 05

    Agree your launch plan

    Confirm payment and email setup, team training, data checks, and the timing of your transition.

Self-serve imports

Use the built-in import workflow to review supported contact and business data before bringing it into your organization.

Assisted migration

Discuss optional help with cleaning, mapping, imports, and training. Service scope and any fees are agreed in advance.

No blanket promises

Historical transactions, attachments, and vendor-specific fields need individual assessment. Review a sample export before agreeing the migration scope.

Can we move from another membership platform?

Start by reviewing the exports your current provider makes available. We can assess supported contact and business fields, relationships, and the additional work needed for your requirements.

How long does migration take?

Timing depends on data quality, record types, content, and your team’s availability. A timeline should be agreed after a sample review rather than promised in advance.

Do we have to move everything at once?

Discuss a staged transition during discovery. The approach depends on which records and workflows must stay together and how your current systems are used.

Your community has
somewhere to grow.

Let’s explore what Eknite could bring to your organization.

Book a demo