Vimeo OTT to Uscreen Migration

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    We regularly manage customer migrations to Uscreen from a variety of other vendors - including Vimeo OTT!  To migrate your customer data to Uscreen, 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.

    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.

    NOTE: If you plan to set-up a custom domain with Uscreen, we recommend that this is completed after the customer migration.  You Uscreen URL in the invite email will automatically forward customers to the correct website once your Custom Domain has been set-up and pointed to Uscreen.

    6. Request a CSV file of customer information from Vimeo OTT. The CSV file should include customer full name, customer email, Stripe 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_Vimeo_OTT.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 subscription records in Stripe via the Stripe dashboard.  This will ensure customers are not charged twice as they will now be charged via Uscreen.

     

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