Cutover checklist
Finish the switch to SKUFlow: invite your team, ask customers for cards again and turn on messaging for imported records.
Do the cutover once your old system has stopped sending reminders and invoices. The Cutover checklist is at the bottom of Settings → Import your data.
The Cutover checklist
Screenshot coming soon
Invite your team
Your team signs in to SKUFlow with their own accounts. See Team & permissions.
Ask for cards again
Saved cards can't be copied from another system. Customers who paid by card on file get a link to add a card for automatic payments; nothing is charged. Click Send update-card links and confirm.
Turn on messaging for imported records
Under Turn on messaging for imported records, click Turn on and confirm. From now on your automations (reminders, overdue notices, review requests) and campaigns include imported customers.
Send update-card links emails or texts customers, and Turn on lets automations message imported customers. Do both only after your old system has stopped sending.
Online payments must be set up before you can send update-card links. See Invoices & payments. Consent and quiet hours apply to every message.