Hand everyone over to FMS

Move every member from the old membership plugin (PMPro) to FMS together, on one agreed morning. The website is gated by PMPro or by FMS, never both. The Cutover page is the checklist for that morning.

You'll need

• The Owner or Membership manager role to press buttons and tick steps. Every other role can read the page
• The morning agreed with the Business owner (decision cards 18 and 52)
• Someone at the website's admin pages at the same time. See Step 3: Cutover
• Production, for the real morning. In a sandbox the page works the same, and says it is a rehearsal

Read the page

Open Settings, then the Migration tab. The page is titled Cutover.

The top card says who gates the website now:

It says	Means
The website is gated by PMPro	Members are imported and held. Nobody has moved yet
Hand-over in progress: N still on PMPro	Some members moved and some did not. Finish, or go back
The website is gated by FMS since …	Everyone moved
No members held	Nothing has been imported from PMPro yet

Every row below has a state and a chip saying who does it:

Chip	Who
Console	You, on this admin portal. The row has a button to the screen
Website	Someone on the website's admin pages. Tick Mark done when it is done
Server	A developer or an owner, on the server
By hand	A person checks it by looking

A green tick is done. Amber needs attention. A grey circle is not done yet. A tick shows who ticked it and when, for every colleague.

Before the morning

Get every row green, or decided, before the morning. Once FMS gates the website nothing compares FMS with PMPro any more.

Row	Green when	Who
Stripe accounts imported	A Stripe import ran in the last 24 hours	Console, an owner
Member export imported	The member export was imported in the last 24 hours	Console, an owner (Members → Import from WordPress)
Verify clean	The last Verify found 0 problems	Console, an owner (Members → Import from WordPress)
Consolidation run and double billing fixed	Ticked by hand	Console
Website checks green	Ticked. On the website: FMS Membership → Run checks	Website
Backups taken	Ticked. A backup of FMS and of the website, both today	Server
Live payments armed	Stripe writes are armed and no Stripe account is read-only	Server
Background work running	This environment's background work runs	Server
Failed updates	None	Server

Two amber rows appear only when they apply:

Row	Fix it by
N members have no website account	Checking their address in WordPress, then importing again. Or the member page's Website account card
N members are on a price FMS does not know	Mapping that price to a plan on Connections

Verify lists every name

On Members → Import from WordPress, Verify now lists every row of each group, not a sample. Each group shows 20 rows, then Show all N. Download list (.csv) saves the whole group as a spreadsheet.

Members charged twice who are still on PMPro

Consolidation fixes a member charged twice even while PMPro still serves them. The fix says This member is still on PMPro. PMPro hears about the cancel and may end their PMPro membership early. Do it on the morning, or first check which subscription PMPro bills.

The morning

In this order, in one sitting.

1. Download a fresh member export on the website. Import it on Members → Import from WordPress (Open Import), run the Stripe import, then Verify there. Row 1 turns green when all three ran in the last 24 hours.
2. On the website, tick Enable FMS gating. Back here, press Mark done on row 2.
3. Press Hand over everyone… on row 3. Read the counts and every line under Read before you go on. A step not ticked yet is listed there.
4. Press Hand over N members.
5. On the website, tick New members join through FMS. Press Mark done on row 4.
6. On the website, press Swap pages, then Sync restrictions from PMPro, then deactivate PMPro. Press Mark done on row 5.
7. Sign in on the website as a card member, a free member and a team member. Read Health. Press Mark done on row 6.

This is the cutover

Every member on PMPro is served by FMS within about five minutes. FMS charges, changes and cancels for them from then on.

Only the hand-over button is ever greyed out: once FMS gates the website, and when nobody is on PMPro.

Rehearse it in a sandbox

In a sandbox the whole page works, so the rig can rehearse the morning. The top card and both dialogs say Sandbox: a rehearsal. Nothing here reaches the website's real members.

Check it worked

• A green line says N members handed over to FMS, with the Mailchimp updates queued
• The top card reads The website is gated by FMS since …, and On PMPro reads 0
• On Members, no row carries an On PMPro badge and the Served by filter is gone
• Five minutes later, a member signs in on the website and sees FMS's account page
• Settings → Audit shows one migration.handover row under your name, and one row per tick

What happens straight after

The hand-over queues one Mailchimp update per member. They go to the real audience a few at a time. For about 22,000 Community members this takes hours. New members' updates go first, and payments never wait for them. Watch the queue on Health.

Go back, the same morning only

If the first checks fail, go back before readers notice. Only the same morning. After that PMPro's copy is out of date.

1. On the website, switch PMPro back on and untick Enable FMS gating.
2. Here, press the red Hand back everyone… in Go back.
3. Read the dialog. Members who joined through FMS stay with FMS. Press Hand back N members.

What a hand-back does not undo

• A cancel or plan change made through FMS meanwhile stays in Stripe.
• PMPro's copy of a free or bank-paid change made in FMS is out of date. Fix it in PMPro by hand.
• Members who joined through FMS stay with FMS. The dialog says how many.

Stragglers

If the top card says Hand-over in progress, an amber line says how many are still on PMPro. Press its Hand over everyone… to finish.

A member Verify reports as missing after the morning: run the member import again. They arrive On PMPro. Open their page and press Hand over this member. Only that member moves, even on a team.

A team's page shows Still on PMPro while its people are held. It has no button. Its people move with everyone on the Cutover page.

Members still on PMPro

Until the hand-over, a member's page shows a yellow Still on PMPro box. The membership buttons stay visible but greyed out. Pointing at one says This member is still managed by the old membership system (PMPro). Hand them over on the Migration page first. Changing their name, email, notes or website login still works.

On Members they carry an On PMPro badge, and Renew and Stop are greyed out. Use the Served by filter to list On PMPro or On FMS members. It shows only while both kinds are in the list.

Served by → On PMPro lists everyone still waiting to move.

Click anywhere, or press Esc, to close.

What FMS does, and does not do, for a member still on PMPro

FMS keeps their record current from Stripe and from each import. It sends them no email, makes no Mailchimp change and does not move their billing. PMPro does all of that until the hand-over. The one exception is fixing a member charged twice on Consolidation.