Legacy to IMC Membership Migration

This guide explains how to move, assign, or sync vendor memberships from the legacy membership layout into the new IMC Platform → Accounts interface.

Use this process when:

• A vendor was previously assigned a membership in the legacy layout
• You need to move a membership to IMC
• You need to sync an existing subscription so IMC recognizes it
• You need to assign a new membership manually to a vendor account

Accessing the Membership Tools

1. Log in to the WordPress Admin.
2. In the left navigation, go to IMC Platform → Accounts.
3. Open the Memberships tab.

You will see two primary tools:

• Vendor Memberships — view existing memberships
• Create & Move Memberships — assign, move, or sync memberships

Move or Assign a Membership

Use this when a vendor needs to be added to the IMC membership system or moved from the legacy layout.

Steps

1. Go to IMC Platform → Accounts → Memberships.
2. Click Create & Move Memberships.
3. In Find Vendor, search by:
   • Vendor name
   • Store name
   • Email address
4. Select the correct vendor from the search results.
5. Confirm that the Vendor ID field is populated automatically.
6. Choose the appropriate Membership Level.
7. Set the Status (normally Active).
8. Click Assign Membership.

Example

Field	Example
Vendor ID	9529
Find Vendor	fbcva
Membership Level	Premium
Status	Active

Slack link reference