How do I move my traders to PropExecutor from another platform?
Quick answer
Recreate your rule sets and account types on PropExecutor, switch new sales to it, then either let active traders finish on the old platform or move them with accounts whose starting balance matches their current position. Create accounts in bulk, assign them to trader records and send the new credentials.
Detailed answer
A migration is mostly planning and communication.
Step by step
- Rules: rebuild each rule set in the visual builder and test on trial accounts.
- Account types: one per product, including any special balances needed for migrated traders.
- New sales: switch your checkout to PropExecutor accounts.
- Active traders: decide per account to finish on the old platform or migrate.
- Provision: create accounts in bulk, up to 100 per request.
- Assign: to trader records by name and email, in the panel or over the API.
- Communicate: dates, new login details and anything that changes.
- Retire: archive old-platform accounts once finished.
Migrating balances
A trader mid-challenge can receive an account on an account type whose starting balance matches their current balance, with limits adjusted per your migration policy. Write that policy down and apply it consistently.
Help
The team offers consultations for migrations, and Basic and Growth include integration help.
PropExecutor team · Updated
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