How to Migrate Your Events Off GoFundMe Pro: A Step-by-Step Checklist
Short answer
Migrate events by inventorying campaigns, exporting and checking your data, confirming payment arrangements, mapping records into the replacement platform, communicating with attendees and running a test event. An 8-to-12-week schedule can be a useful planning allowance, not a guaranteed duration. Keep access to your original payment and reporting arrangements for as long as your provider requires.
Key takeaways
- Inventory GoFundMe Pro and Live Events records separately.
- Verify the export fields and destination import format before canceling access.
- Treat payments, refunds and disputes as a separate workstream.
- Reconcile samples and totals, protect personal information and test the complete event journey.
How long does a GoFundMe Pro migration take?
Count backward from your next major event or contract end date. The schedule below is an editorial planning example, not a measured average or a vendor service commitment. A small clean dataset may need less time; complex integrations or open transactions may need more.
| Example timing | What to do | Checklist steps |
|---|---|---|
| 12 weeks out | Inventory events, review the contract and shortlist replacements | Step 1 |
| 10 weeks out | Export attendees, transactions and Live Events records | Steps 2, 3, 5, 6 and 7 |
| 8 weeks out | Confirm and test payment arrangements | Step 4 |
| 6 weeks out | Map imports and rebuild event pages | Step 8 |
| 4 weeks out | Train staff and communicate registration changes | Step 9 |
| 2 weeks out | Run a smaller test event or complete rehearsal | Step 10 |
| After the last old-platform transaction | Retain access for refunds, disputes and reconciliation as instructed | Step 4 |
Do not wait until the last week to discover that a report lacks a field. Assign an owner to each export and keep a dated reconciliation log.
Step 1: List every event and campaign
Create an inventory covering the history your organization needs to retain. Record campaign name, type, date, registration status, open balances and whether it connects to Live Events.
Include upcoming events with registration already open, canceled events with refunds outstanding, and historical events needed for accounting or continuing education. Check your contract, access end date and applicable retention obligations before setting a cutover date.
Step 2: Export attendees and registrations
GoFundMe Pro's Manage attendees guide identifies Fundraising, then Attendees as the management area. Its public product page also describes event-data exports. Confirm the current report and permissions in your own account rather than relying on an unverified export menu path.
Collect the fields you need and are authorized to retain:
- Name, email, organization and a stable record identifier
- Ticket or registration type, registration date and status
- Amount paid, relevant transaction references and refund status
- Custom-question responses needed for the event or permitted historical record
- Archived records where needed for a complete audit trail
Accessibility responses, dietary information and other personal data need restricted access. Do not copy sensitive fields into a general staff spreadsheet merely because they are available in an export.
Step 3: Export transactions and refunds
Export financial records separately from attendee records. Include dates, amounts, fees, payment method, transaction identifiers, refunds and payout references where available.
Ask your finance team to reconcile gross receipts, fees, refunds and net payouts. A row count alone cannot prove that an export is financially complete. Historical payment records imported into a new system should not accidentally create a new charge.
Step 4: Move your payment processing
Payments need their own plan:
- Identify the existing setup. The Live Events quickstart guide describes GoFundMe Pay and connected Stripe arrangements. Determine which applies to your account.
- Confirm the replacement arrangement. Ask the new provider which processor, payment methods, verification steps and payout schedule apply. Do not assume a new processor account is always required.
- Test a payment and refund. Use an approved test process and confirm the resulting records and receipts before opening registration.
- Do not assume saved cards transfer. Payment credentials and mandates need processor-approved handling. Never export card numbers or copy payment credentials into a spreadsheet.
- Retain the original arrangement as required. Ask your processor about refunds, disputes, reserves and record access before closing anything. A generic 90-to-120-day rule is not a guarantee that obligations have ended.
- Reconcile final payouts. Match settlement records to the financial export and record who will handle later disputes.
Confirm EvolveEvents payment methods and integration requirements directly with the team. This checklist does not promise a specific processor, ACH support or automatic accounting synchronization.
Step 5: Export Live Events data
Live Events is a connected product, so do not assume the campaign export includes every event-day record. The Live Events FAQ describes reports and CSV or XLSX exports for the bidding Transactions view.
Inventory:
- Table and seating assignments
- Check-in and attendance records
- Auction items, winning bids and pledge records
- Event-day purchases, donations and unpaid balances
Verify which items have supported exports in your account. If a required field is unavailable, ask support about a supported report or archival method. Avoid inventing a menu path or promising every field can be imported elsewhere.
Step 6: Save your event content
Copy the material reports may not capture: event page text, approved images, ticket descriptions, confirmation messages, sponsor assets and agendas. Preserve a dated reference of the published page.
Check usage rights before transferring images or third-party assets. Rebuild forms and email templates in the new system, then proofread links, dates, accessibility information and confirmation instructions.
Step 7: Check your exports
Compare row counts, status totals and financial totals against the original platform. Spot-check a sample of attendees that includes paid, free, refunded, archived and group registrations.
Store dated copies in a location controlled by your organization, with access restricted to the migration team. Document missing fields and exclusions so an import is not mistaken for a complete archive.
Step 8: Map and import into your new platform
Agree on mapping before a bulk import:
| Source record | Destination or handling |
|---|---|
| Attendee name, email and stable identifier | Contact record with duplicate-matching rules |
| Ticket type, status and price | Historical event-registration fields |
| Transactions and refunds | Approved financial history, not a new charge |
| Custom-question responses | Permitted registration fields with suitable access controls |
| Check-in records | Historical attendance; review CE eligibility separately |
| Unpaid bids or pledges | A clearly owned follow-up process |
Test a small import, review it with operations and finance, and only then process the full dataset. Confirm EvolveEvents import scope, supported formats, fees and responsibilities in writing; included migration services are not assumed.
Step 9: Tell attendees, sponsors and staff
Explain the change before people encounter an unfamiliar registration link.
- Existing ticket holders: state whether their registration remains valid, whether a new confirmation is needed and whom to contact. Decide the policy before sending the message.
- Sponsors and exhibitors: provide updated instructions and links without promising unsupported self-service tools.
- Staff and volunteers: rehearse registration lookup, exception handling and check-in before event day.
Send communications from your recognized organization domain. GoFundMe Pro's restriction on transfers between campaigns is not, by itself, a requirement to refund every registration when changing providers.
Step 10: Run a small event first
Use a smaller event or rehearsal to test registration, payment, confirmation, attendee changes, check-in, session attendance and reporting. Test refunds through the agreed payment arrangement too.
Prepare a backup guest list with appropriate privacy controls. Keep the old records until the migration has been reconciled and the relevant retention and provider requirements are satisfied.
For a platform shortlist, see GoFundMe Pro alternatives. To discuss your event, contact EvolveEvents.
Frequently asked questions
Do I need a new payment processor when I leave GoFundMe Pro?
Not necessarily. It depends on the existing processor, account ownership and the replacement platform. Confirm the arrangement with both providers, test a payment and refund, and retain the old arrangement as required for outstanding obligations.
Can I export attendee data from GoFundMe Pro?
GoFundMe Pro describes event-data exports and attendee management. Confirm the available report fields and account permissions before canceling access. Check archived records and custom responses against your retention and privacy requirements.
Does Live Events data export with GoFundMe Pro data?
Do not assume so. The products exchange some information, but Live Events also maintains event-day and bidding records. Inventory each dataset and verify the available exports in both products.
When should I export my GoFundMe Pro data?
Start early enough to check fields, resolve gaps and test imports before access ends. Keep dated snapshots and plan a final reconciliation export at cutover. Ask about the actual access window in your agreement.
Will I lose my donor and attendee history if I switch?
A migration can preserve supported records, but completeness is not automatic. Verify exports, identifiers, imports and archival access, and document fields the new platform cannot represent.
How long does an event platform migration take?
The full schedule depends on the data, integrations, open transactions and training. The 8-to-12-week example in this guide is a planning allowance, not a guarantee or an observed industry average.
Sources
- GoFundMe Pro: manage attendees
- GoFundMe Pro: event registration, ticketing and exports
- GoFundMe Pro: Live Events quickstart and payment setup
- GoFundMe Pro: Live Events FAQ and reporting
- EvolveEvents: request information
Checklists and steps in this guide are editorial recommendations from the EvolveEvents Editorial Team, not requirements of the cited sources. EvolveEvents offers conference and trade-show management; see features or request information to discuss fit.