Migrate your community to Mateflow

You can move an existing community to Mateflow by setting up your new community, importing your members from a CSV file, and recreating your key content. There's no automatic migration tool: posts, courses, and payment subscriptions from another platform aren't imported.

Who can do this: Community owners and admins. · Where: Web (creator dashboard and admin console). · Plan: How many members, spaces, and invitations you can have depends on your platform plan.

Before you start a migration

• Export your members from your current platform as a CSV file. Each member needs an email address; display names, usernames, and tags are optional.
• Create your Mateflow community. See Create your community.
• Check your limits. Go to Admin → Billing → Plan & Usage and make sure your platform plan has room for your members and spaces. See Check plan usage and limits.

Set up your community's structure first

Set up your community before members arrive, so they land somewhere familiar:

1. Create spaces that match the areas your members already know. See Create a space.
2. Group them in the sidebar with categories. See Organize spaces in the sidebar with categories.
3. Add your logo and colors, and connect your own domain if you have one. See Customize your logo, favicon, and social image and Connect a custom domain.
4. If you had paid or members-only areas, create access groups for them. See How access groups work.

Import members from a CSV file

The member import creates Mateflow accounts for everyone in your file.

1. Go to Admin → Members → Import / Export. On the Import tab, click New Import.
2. In the Import Members dialog, click Download template and copy your data into it. Columns: email (required), plus optional display_name, username, and tags (separate multiple tags with ;).
3. Under Upload CSV, choose your file. Only CSV files are supported; the maximum file size is shown if your file is too large.
4. Choose a Mode:
   • Create only — adds new people. A row whose email already belongs to a member is reported as failed.
   • Create or update — adds new people. Existing members keep their profile and role; only empty fields are filled in, and tags are added.
5. Click Run Import.

Follow the job under Latest import and Import History: you see Total rows, Imported, and Failed. Click Download import report to see which rows failed and why, fix them, and import again.

Things to know about member imports

• Imported members don't get an email. Tell them yourself that they've been added. They can sign in with their email address by resetting their password.
• Everyone is imported as a regular member. You can't set roles in the file. Afterward, open the member in Admin → Members → All Members, open the actions menu, and choose Change role… to make them an admin or moderator. See Team roles and permissions.
• Tags must already exist in your community. Unknown tag names are skipped and reported as warnings; the member is still imported.
• Access groups aren't set by the import, and imported members don't get your Default Access Group either. Add members to access groups afterward. See Add or remove a member's access group.

For all import and export options, see Import and export members.

Invite members by email instead of importing

If you'd rather send people an invitation email, go to Admin → Members → Invitations and click Invite Members. You can paste a whole list of addresses at once — separated by spaces, commas, or semicolons — then click Send Invites. Invitations per month depend on your platform plan; if you reach the limit, you see Invitation limit reached. See Invite members.

Move your content to Mateflow

Mateflow doesn't import posts, comments, courses, or events from other platforms. Recreate the content your members rely on — welcome and "start here" posts, key resources, courses, and upcoming events — in your new spaces before you announce the move.

Related articles

• Create your community
• Import and export members
• Invite members
• Create a course