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Let's talk about what we need from you to kick off your SwiftFox membership setup. And don't worry, we'll guide you through every step of the way.

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We'll already be using your websites membership plans, pricing, payment methods, and join form as a starting point. But to get things really moving, we need a few essentials.

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First up, data. We know the word data can be a little daunting, but it's not as scary as it sounds.

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All we need during your onboarding is a small sample, 50 to 100 records in CSV format, as clean as possible, and including a unique identifier like a member number.

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We'll give you a template to make this easy. However, if your current system is tricky to extract data from, we'd recommend making this your first priority.

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The core data we'll be looking to import is; contacts, this can be either people and organisations, receipts as well as invoices. If you're using SwiftFox’s in-house invoicing system. We can also import interactions as part of your go-live period. If you'll be using SwiftFox for accreditation or CPD activities. We will also want these categories so that we can configure them in SwiftFox.

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Next, your payment gateway keys grab your test and production keys from your Payment Gateway provider. The test keys let you try things out in a sandbox environment, and the production keys are what we'll use when it's time to go-live.

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Then your financial status criteria. This helps us configure your governance automation. What makes a member financial or financial in your world? Do you want automated actions like purging after a certain time? Let us know.

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Lastly, branding. If we're building a portal or website for, you will need a high-res version of your logo SVG format preferred, plus any guidelines that you have. And of course, your account manager is just a call or email away if you need any help.