Migration overview
ENSŌ makes it easy to bring your existing customers and business data into the platform. This guide covers what can and cannot be migrated, plus step-by-step instructions.
What you can migrate
Customer database (CSV import)
- Customer names, emails, phone numbers
- Customer tags and private notes
- Complete customer history
Use the CSV import feature at Dashboard → Guests → Import Guests.
Class pack balances
- Customer credits (sessions remaining)
- Pack expiration dates
- Remaining value preserved exactly as-is
Import pack balances alongside customer data. Unknown pack names are created automatically.
What requires renewal (not automatic)
Subscriptions
Active subscriptions must be renewed manually. Why? Subscriptions are tied to payment cycles and billing dates. Migrating them would cause double-charges or broken renewal schedules.
Strategy:
- Before switching systems, notify current subscribers
- Ask them to complete or cancel existing subscriptions
- Set up equivalent subscriptions in ENSŌ (same price, same duration)
- Offer returning customers a grace period discount as incentive to renew
Step 1: Prepare your data
- Export your customer database from your old system as CSV
- Include columns: email, name, phone, tags, notes, pack_name, credits_remaining, expires_at
- Clean up duplicates and invalid emails
- Save the file as UTF-8 CSV
Step 2: Set up your classes and packs
Before importing customers:
- Create your Offerings in Session Admin
- Create your Class Packs at Dashboard → Pricing → Class Packs
- Use the exact pack names from your export (e.g., "5-Pack Yoga", "10-Class Bundle")
Step 3: Import customer data
- Go to Dashboard → Guests → Import Guests
- Click "Choose File" and select your CSV
- Review the preview—ENSŌ shows validation status for each row
- Fix any issues (missing emails, invalid dates)
- Click "Confirm Import"
Step 4: Verify the import
- Go to Dashboard → Guests
- Click through individual customers to verify
- Check their pack balances and credits
- Adjust credits manually if needed (click guest → "Adjust Credits")
Step 5: Website integration
Option A: Redirect (simplest)
Add a "Book a class" button to your website that links to your ENSŌ public page:
https://ensobooking.com/partner/your-slug
Option B: Embed (advanced)
ENSŌ provides JSON API endpoints if you want to build a custom calendar widget on your site. This requires development work. Contact support for integration guidance.
Step 6: Notify your customers
Send an email to your customer list:
- Explain the platform switch and what stays the same
- Share your new ENSŌ public page URL or QR code
- Let them know their pack balances are preserved
- Confirm subscription renewal if needed
- Offer support or FAQs for questions
Migration checklist
Before launch
- ☑ Export customer data from old system
- ☑ Create Offerings in ENSŌ
- ☑ Create Class Packs with correct names
- ☑ Prepare and clean CSV file
- ☑ Test import with sample data
- ☑ Create subscriptions in ENSŌ (if applicable)
- ☑ Publish your public page
- ☑ Update website with ENSŌ booking link
At launch
- ☑ Run full customer import
- ☑ Verify sample customers and their balances
- ☑ Send announcement email to customers
- ☑ Monitor for issues and support questions
After launch
- ☑ Adjust any credit discrepancies manually
- ☑ Help customers with subscriptions if needed
- ☑ Review analytics to understand migration success
Common issues
Pack names don't match
If your CSV has "Yoga 5-Pack" but you created "5-Pack Yoga" in ENSŌ, the import will create a new pack automatically. You can:
- Delete the duplicate and manually reassign credits
- Delete the old pack in ENSŌ and update your CSV with correct names
Email addresses have duplicates
ENSŌ skips duplicate emails during import. Merge or clean duplicates before importing.
Credits don't look right after import
Go to the guest detail page and click "Adjust Credits" to fix any issues. All adjustments are logged.
Support
If you get stuck during migration, check the Help Center articles or contact support. We're here to help make the transition smooth.