For coaches leaving TrainHeroic. Download your list, drop it into Marrow, check it, invite your clients.
Download your client list from TrainHeroic
Download your athlete list from TrainHeroic as a spreadsheet (CSV). Marrow reads the header row your file carries, so you do not need to tidy it first.
TrainHeroic explains it in its own help centre.
Every person needs a name and an email address.
If the download has emails but no names, add a name column in a spreadsheet before you upload.
Open the walkthrough in Marrow
Sign in to Marrow. On your dashboard press Bring your clients across.
Or go straight to it: Bring your clients across.
Under Where your clients are now, pick TrainHeroic.
Drop the file in
Under Drop the file, drop it on the box, or press Choose a file. Upload it exactly as it downloaded. A CSV or an Excel file both work.
Nothing is added to your account yet.
Check the preview, then import
Under Read what will land, then press once, Marrow shows which column it used for each thing, and every row that will not come across, with the reason.
A column wrong? Press Change which column is which. When it looks right, press Import these people now.
Invite each client right after their last TrainHeroic charge
Importing moves people, not payments. Invite each client right after their last charge on TrainHeroic. They are charged on Marrow the day they join, so there is no free gap and no double month. Or, on a monthly price, set each client's first charge date to their old billing date, 3 to 45 days out, and invite everyone at once: they add a card with nothing due today, and Marrow charges them on that date.
Under Invite the people you just imported, set a price for anyone your file did not price, or mark them Free, then press Send their invitations. Each client gets one email from you, sets a password, enters a card at your price, and is in.
As each client joins, cancel them on TrainHeroic, one by one. The importer lists each person who has joined, with the date and a Done tick, so you always know who to cancel next. Never cancel anyone on TrainHeroic first.
Anyone who paid through their phone's app store has to cancel that themselves, from their phone. Tell them to cancel it once they have joined Marrow.
Send your clients this three step page so they know what to expect.
What moves, and what stays behind
Moves
- Name, email, phone, date of birth, the date they joined you, what they were on, and what they pay you.
Stays behind
- Workout history. Everyone starts with a clean log on Marrow.
- Programs. You build them in Marrow, and your clients are already there to assign them to.
- Videos, messages, progress photos and body measurements. Save what you want before you close the old account.
- Cards and payments. No app hands saved cards to another one.
If something looks wrong
The result lists every row that did not come across, by the row number in your own file. Fix those lines, save, and upload again. Nobody is added twice.
Press Undo this import to remove the people it created. Anyone who was on your roster before is never touched.
Export messy, or no export at all? Download the client template, fill in first_name, last_name, email, phone, price, plan, joined and notes, and drop that in instead.
A client with no email still comes across, as a profile on your roster. Add their email later and invite them from there.