# Record migration and service needs

> PositiveForm guide · Getting started · ONB-002
> Canonical page: https://positiveform.com/guides/onboarding/migration-service-needs/
> This Markdown: https://positiveform.com/guides/onboarding/migration-service-needs.md

**Summary:** Review the migration offer and tell PositiveForm what help I need. The owner can continue through the migration offer and save service needs without exposing…  
**Who can do this:** Studio owners, Organization owners  
**Required access:** `organization.owner`  
**Where in PositiveForm:** `/migration-offer`  
**Status:** Verified on 2026-07-28 against PositiveForm build `9096f81`.

## Who this is for

This guide is for the **organization owner** who has just created a studio
organization and is deciding how their existing data gets into PositiveForm.

PositiveForm shows you this straight after checkout. You are choosing between
having us move your data for you, and moving it yourself. Neither choice traps
you: you can import your own data later either way.

## Before you begin

- Finish [Create a studio organization](https://positiveform.com/guides/onboarding/create-organization/) first. This offer opens on its own
  once Stripe confirms your first payment.
- Know roughly what you are moving from, for example another studio management
  system, spreadsheets, or paper.
- Understand the offer is a real one-time charge. Read the amount on screen
  before you click; it is not part of your monthly plan.

## Steps

### Choose how your data moves

1. Read **Bring your data with you**. It shows the one-time price and what it
   covers: a full white-glove migration from your current system, your next 12
   months of PositiveForm included, and the money-back guarantee extended across
   all 13 covered months. Underneath, it states how much of the price is the
   migration work once the included plan is accounted for.
2. To have PositiveForm do the migration, click **Add migration for
   <amount>**. You are handed to Stripe Checkout. Pay there, and Stripe returns
   you to PositiveForm.
3. To move your own data instead, click **I'll migrate my data myself**. That
   takes you to your dashboard and charges nothing. You can import your own data
   whenever you are ready; see [Start a studio import](https://positiveform.com/guides/imports/start-import/).

### Tell us what to take off your plate

4. After a paid migration, PositiveForm opens **What should we take off your
   plate?**. Answering this is how the handoff gets planned; nothing here is a
   purchase.
5. In **What system are you moving from?**, name your current system, for
   example `Spark Membership`.
6. Under **Where do you need the most help?**, tick any of **Phone answering
   service**, **Social media automation**, **Social content creation and
   management**, and **Advertising campaign management**. Ticking an option
   registers interest; it is not a purchase or a promise that the service is
   available yet.
7. Use **What else would make the biggest difference?** for anything the
   checkboxes miss.
8. Click **Save and continue**, or click **Skip** to answer later.

## Expected outcome

If you paid for migration, PositiveForm records the purchase and opens the
service questions. Returning to the migration offer afterwards shows **Continue
migration intake** instead of the price, so you cannot be charged twice.

Saving the questions confirms with **Migration preferences saved** and takes you
to your dashboard. Your answers reach the PositiveForm team so they can plan the
handoff.

If you chose to migrate your own data, you land on the dashboard with nothing
charged and nothing recorded, and the studio is ready to set up.

## Screenshots

![Bring your data with you, showing the one-time price, what it covers, and both choices](https://positiveform.com/guides/media/ONB-002/20260729T000500Z/001-migration-offer.webp)

![What should we take off your plate?, with the source system question, the four service options, and Skip beside Save and continue](https://positiveform.com/guides/media/ONB-002/20260729T000500Z/002-service-needs.webp)

## Recovery

If starting the migration checkout fails, PositiveForm shows **Could not start
migration checkout.** Nothing was charged. Try again.

If you cancel in Stripe, PositiveForm tells you **Migration checkout canceled.**
and returns you to the offer.

If your payment is still settling, PositiveForm says **Your migration payment is
still processing.** and returns you to the offer. Do not pay again. Check back
shortly; once it settles the offer shows **Continue migration intake**.

If PositiveForm cannot confirm a completed payment, you see **Could not confirm
migration checkout.** Do not pay a second time. Reload the page, and contact
support if the offer still shows the price.

If saving the questions fails, PositiveForm shows **Could not save your
preferences.** with the reason and keeps your answers on screen.

To leave either screen without answering, click **Cancel setup** in the top
left, or **Skip** on the questions. You keep whatever you have already paid for,
and you can answer later.

## Related guides

- [Create a studio organization](https://positiveform.com/guides/onboarding/create-organization/) — the organization setup this offer follows.
- [Start a studio import](https://positiveform.com/guides/imports/start-import/) — import your own members and households
  when you are migrating your data yourself.

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Source: PositiveForm customer guides, https://positiveform.com/guides/. 
Every guide as one file for AI assistants: https://positiveform.com/llms-full.txt. 
Guide index: https://positiveform.com/llms.txt.