Use the Cleeng Data Migration Assistant to format, validate, and prepare user account data from external platforms (Recurly and Vimeo) for import into the Cleeng dashboard.
The Cleeng Data Migration Assistant enables a Claude-supported migration process to help streamline your data migration. Please note that if you choose to use this method, you will be using your own Claude environment, and processing data outside of the Cleeng system. Cleeng provides instructions and suggestions, but is not an intermediary in the process.
Before uploading anything to the Cleeng dashboard, you are responsible for verifying all your mapped data and output files to ensure everything is correct.
What's included
Supported source platforms: Recurly, Vimeo
Supported data: User account data
If you need to migrate any of the above, contact Cleeng B2B Support Team before starting. You can still proceed with user data migration in the meantime.
Prerequisistes: Before you import
Complete these steps in the Cleeng Dashboard:
- Imports are only accepted for verified accounts. Verify your publisher account here.
- Prevent sending mass welcome emails during the import. Go to: Admin & Tools > Transactional Emails and disable the relevant templates.
Step 1: Install the skill
- Download the cleeng-migration-assistant.skill file (see the Skill file for upload section below). Save it in a place where you can easily find it.
- Log in to Claude.ai and click Customize in the left sidebar.
- Go to Skills in the left sidebar. Click the "+" icon, select Create a Skill > Upload a skill, and upload the .skill file you downloaded. The Cleeng Data Migration Assistant will appear in your list once installed.
Step 2: Run the migration assistant
- Start a new chat in Claude. Type a prompt, for example: "I need to migrate my subscribers from Recurly to Cleeng" - the assistant will take it from there.
- Follow the assistant’s prompts to export, map, transform, and validate your CSV data, and upload your file to the Cleeng Dashboard.
Data Migration Assistant FAQs
My platform isn't Recurly or Vimeo. Can I still use the migration assistant?
Yes. If you have an export file from another platform, the migration assistant can still help you map, transform, and validate the data manually. Just let it know when it asks about your source platform.
I need to migrate payment or subscription data too.
Currently, the Data Migration Assistant handles user account data only. For payment, card, and subscription data migration, contact Cleeng B2B Support Team directly. You can run the user data migration in parallel while that is arranged.
Some rows had errors. Can I fix them and re-import?
Yes. You can discard errored rows and import clean rows now, then correct the remaining rows and run a separate import later. The migration_errors.csv file contains everything you need to identify and fix each issue.
What do I do with warnings in migration_errors.csv?
Warning rows can be imported - they have an anomaly but are not necessarily invalid. The data migration assistant will show you each warning before generating the final file and ask whether to include or discard those rows.
What if the dashboard import fails for some rows?
After the import completes, download the report file from the Cleeng dashboard - it will list any rows that were not processed. Share those details with the data migration assistant or with Cleeng support for further assistance.