How to migrate from Digital Access Pass (DAP) to MemberPress

Introduction

Do you need to migrate your membership site from Digital Access Pass Plugin (DAP) to MemberPress?

Great, you’re in the right place!

This article will show you the basics of performing the DAP to MemberPress migration process.

What you will need

1 – MemberPress Plugin

2 – MemberPress Installer Addon

3 – Digital Access Pass Plugin

Video Tutorial

Export members from DAP

First you need to export your members from DAP.

Note that the export process will produce a file in .CSV format.

1 – Go to DAP Plugin and Click Members:

2 – Click Export Members:

3 – Choose “All Products” in Has Product(s) field and click Export to CSV:

4 – Save dapexport.csv we will need it for import to MemberPress.

Export products from DAP

DAP doesn’t have export functionality for products.

So we have to replicate these products in MemberPress as “Memberships” manually.

1 – Prepare a blank spreadsheet (for example a blank Google Sheet) with the following columns:

name — Name of the Membership. Can be any small string of text.

price — Price of the Membership. Can be any number in decimal format without a currency symbol — for example: 5.99

period — Number of weeks, months or years. Can be any valid whole number if the period_type=’months’ or period_type=’weeks’ but anything else, this can only be 1.

period_type — This is the period type. Can be ‘weeks’, ‘months’, ‘years’ or ‘lifetime’.

2 – Go to DAP and choose Products/Levels:

3 – Copy Products Name from DAP to spreadsheet column “name”:

4 – Copy Products Price to column “price”:

5 – Copy Products Period and Period Type to columns “period” and “period_type”:

6 – Save file as CSV:

Install MemberPress plugin and MemberPress Importer Plugin

1 – Download the .zip file from your MemberPress account area.

2 – Go to plugins area and install MemberPress Plugin:

3 – Go to plugins area and install MemberPress Importer Plugin:

4 – You will see a new option after the MemberPress Importer Plugin is installed:

Import Memberships in MemberPress from CSV

1 – Go to MemberPress Importer:

2 – Choose “Memberships” and upload CSV file that we created previously:

Import Users in MemberPress from CSV

Create Users CSV

1 – Import dapexport.csv from first steps:

2 – Users CSV must contain 2 required columns – username and email. And I will add 2 optional columns – first_name and last_name:

Here’s a list of other optional columns:

role — This is the WordPress user role. Can be ‘subscriber’, ‘contributor’, ‘author’, ‘editor’ or ‘administrator’. Defaults to ‘subscriber,’ even if you don’t specify otherwise with this column header.

password — Allows you to set the users password. This password will be encrypted/hashed and stored in the database.

first_name — First name of the user. Can be any small string of text. Defaults to blank.

last_name — Last name of the user. Can be any small string of text. Defaults to blank.

website — Website for the user. Can be any small string of text. Defaults to blank.

address1 — Address Line 1 for user. Can be any small string of text. Defaults to blank.

address2 — Address Line 2 for user. Can be any small string of text. Defaults to blank.

city — City for user. Can be any small string of text. Defaults to blank.

state — State for the user. Can be any small string of text. Defaults to blank.

zip — Zip Code for the user. Can be any valid zip code string. Defaults to blank.

country — Country for the user. Can be any small string of text. Defaults to blank.

*usermeta* — Use the slugs for the Custom User Information Fields you created in the options here to import custom meta for your members.

registered — The registration date of the user. Must be in format “YYYY-MM-DD hh:mm:ss”. Defaults to the current time during import.

Note: if the username of the user already exists in the system then the user record will be updated with the information in the CSV file associated with the username.

3 – Go to MemberPress Importer. Choose “Users” and upload CSV file that we created previously:

Configuring the Payments Gateway

The “Payments” tab in the MemberPress options is where you can specify which payment gateways your users can pay with.

MemberPress currently supports three of the biggest payment gateways:

A) PayPal

B) Authorize.net

C) Stripe

1 – To add a gateway, simply click the + button at the bottom of the page.

Each gateway has its own options that must be configured to connect it with your account.

For example I will set Stripe as my Gateway.

2 – Click the plus button and select the gateway “Stripe”:

3 – Name it whatever you want.  

This is the name that your users will see when they go to select how to pay.

4 – Go to your Stripe dashboard to obtain the necessary keys: test secret key, test publishable key, live secret key, and/or live publishable key.

In Stripe, navigate to API on the left hand menu:

5 – Copy and paste the keys to your MemberPress settings.

6 – Copy your “Stripe Webhook URL” from your MemberPress setup page.

7 – Navigate back to your API settings in Stripe:

8 – Select Webhooks.Select “+ Add endpoint” and paste your unique Webhook into the settings.

Make sure to select the correct Live or Test events, that you are on the latest Webhook version, and that you have it set to send all event types.

9 – Update / save all settings.

Creating your CSV Files

1 – Go to MemberPress Subscriptions:

2 – And create test Subscription (The user for this subscription must be a real user from your Users list but you can create that user specifically for testing purposes):

3 – Now you can export the CSV file in the right format:

4 – Open this CSV file (for better visualization I’m using Google Spreadsheet):

==> Download Our Sample Subscriptions CSV

Creating and Importing Subscriptions CSV file

All you need to do is copy data from Members CSV to Subscriptions CSV, but in the right columns:

For example:

And Export this file in CSV format:

1 – Go to the MemberPress Importer and Upload this CSV:

2 – Go to Subscriptions:

Creating Rules

Now you can create the rules you need in MemberPress to protect content for the appropriate members.

1 – Go to Rules and Add New:

2 – Configure the conditions that you want for access. For example:

3 – Obviously, you’ll want to recreate your DAP content protection rules.

To make this super easy I’ve created a tag-based method and explain it in this video:

If you’re comfortable using MemberPress’s default rules options, feel free to do that too.

The method outlined in the video above is simply my preference as it makes content protection easier to administer for the end user.

Testing

Before deactivating DAP test everything.

The best option is to use 2 plugins at the same time for a few weeks. 

It shouldn’t create any conflicts if your members have the appropriate content access rights within BOTH plugins.

In conclusion

Remember, if you have existing subscriptions for real customers make sure you understand everything clearly above prior to taking action.

Failure to take the proper steps outlined above could result in your customers being unable to be billed going forward or losing access to your membership.

If you’d rather delegate this project to us, sign up for a MemberFix plan and we’ll get going. 🙂

If you have any questions please ask them in comments.

If you will have some troubles, please, write into the comment and we will help you.