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Purging Data During Onboarding

Preparing the database for importing data during the onboarding process.

Peter Bernardo avatar
Written by Peter Bernardo
Updated this week

The first thing done during the data import process is to purge all sample data. This is so we have a clean slate when bringing in your QuickBooks Online data and your existing membership data.ย 

One thing to note is that we don't purge all data, but we do purge most data. The things we keep are related more to the content and styling that drives the frontend of your site.

The items that get purged are as follows:

  • Events

  • Event Attendees

  • Event Tickets

  • Ecommerce Products

  • Ecommerce Orders

  • Subscriptions

  • Promo Codes

  • Transactions (any kind of financial transaction)

  • Members (both companies and people, except admin records)

  • Audit Log entries

  • SEO Information related to the above deleted items

When importing member records, these items must be set up BEFORE the import:

  • Member Types (Name / Company or Individual / Calendar or Anniversary)

  • Custom Fields

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