---
title: "Data Transfer Guide"
slug: "data-transfer-guide"
description: "Learn how to move data into CivicRec’s Recreation Management system before going live, including account imports, reservations, registrations, and memberships. Coordinate with your Implementation Team for a seamless transition."
updated: 2025-11-11T00:30:39Z
published: 2025-11-11T00:30:39Z
canonical: "www.civicplus.help/data-transfer-guide"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://www.civicplus.help/llms.txt
> Use this file to discover all available pages before exploring further.

# Data Transfer Guide

This article is a guide to the different resources for moving data from your old system into Recreation Management prior to going live. Be sure to coordinate with your Implementation Team on these steps as some can be completed at any time, and some should only be completed after all testing has taken place and the test data has been cleared. You will also want to consider the timing of your Trial Flag removal. The Trial Flag will prevent any communication from going out to your public users. Once the Trial Flag is removed, you can send communication (receipts/invoices/emails/texts) to your public users.

## Accounts

Accounts can be imported into Recreation Management for a one-time fee. Contact your Recreation Management representative for more information. If you do not wish to import your users, you can simply create new accounts in Recreation Management.

- [Create an Account](/recreation-management/docs/create-and-edit-an-account)
- [Password creation/reset instructions for imported or new accounts](/recreation-management/docs/public-user-password-reset-guide)

## User Credit

- [Transferring User Credit](/recreation-management/docs/transferring-a-user-credit)

## Facility Reservations

Holds for facility reservations can be imported into Recreation Management for a one-time fee. Please see Option 1 of the article below or contact your Recreation Management representative for more information.

- [Transferring Facility Reservations](/recreation-management/docs/transferring-facilities-reservation)

## Activity Registrations

- [Transferring Activity Registrations](/recreation-management/docs/transferring-activity-registrations)

## Memberships

- [Membership Import or Manual Membership Migration](/recreation-management/docs/membership-import-or-manual-membership-migration)
- [Manual Migration of Auto-Billing Memberships](/recreation-management/docs/manual-migration-of-auto-billing-memberships)