Data Migration to Uscreen

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    We make migrations from another vendor to Uscreen easy! To migrate your customer data to Uscreen from another vendor, follow these steps:

    1. Set-up your Uscreen site including all content and subscriptions.  Your Uscreen site should be finalized and ready for customers. Visit our Before Going Live - Checklist to help with this process. 

    2. If you have ordered a package that includes apps (highly recommended to engage & increase sales), set-up your Uscreen apps and make sure they are live.

    3. Connect Stripe to Uscreen as your payment provider & request an SSL set-up from support@uscreen.tv if you are using a custom domain.

    4. Ensure all customers are in Stripe.

              NOTE: Stripe is the only fully supported payment provider for Uscreen customers using credit cards.  If you are not currently using Stripe as your payment provider, you will have to work with your current payment provider (examples: Braintree, Paypal, Authorize.net) to securely migrate all customer credit card data to Stripe.  To do this - contact customer support for your current payment provider to request that they migrate your customer data to Stripe.  This process may take several days.

             If you want to migrate payment information for PayPal users, they must be PayPal users in Braintree.  We cannot migrate customer payment data for PayPal direct users.  If your PayPal customers are not from Braintree, we won't be able to migrate their payment data, but we can still import them as customers and they can update their billing information before their next payment date. 

    5. Review Invite User email template (Settings > Emails > Invite User).  Edit template to include your updated URL and any other information you would like to share with customers.  Ensure {{user.name}}, {{user.email}}, and {{password}} variables are still included in the template so that Uscreen can fill those in for each customer.

    6. Request a CSV file of customer information from your current provider (Vimeo OTT, Zype, WooCommerce, etc.)  The CSV file should include customer full name, customer email, Stripe ID and/or Braintree PayPal ID, and next due date.  This file should also include content access information for subscriptions and/or programs which you will match up with the subscriptions and programs in Uscreen.

    7. Edit the CSV to include Uscreen subscription and/or program IDs.  To locate Uscreen IDs, follow these instructions.

              NOTE: Please see the example below before preparing your customer data CSV.

    Migration_CSV_Example_Details.png

    8. Provide the CSV file of customer data to Uscreen Support (support@uscreen.tv).  Once the CSV file is received, the migration progress will take approx. five business days.  During this time, Uscreen developers will import customers and send the Invite User email with log-in details.

    9. After migration is complete, remove any duplicate subscription records from Stripe via the Stripe dashboard.  This will ensure customers are not charged twice as they will now be charged from Uscreen.

     

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