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Services — onboarding

Buying onboarding for a product, and what data import needs from you.

Where

Services in the site's menu. The prices are shown to everyone; signed in, you can buy and see what your organisation has bought.

Onboarding

One-time, for one of your products: Quick start (about 4 hours), Guided setup with data import (about 12 hours) or Migration and rollout (about 40 hours). Choose the product and Buy. We contact you to schedule it; the list shows the hours used and when it was delivered.

Bringing your data in

Importing depends on getting your data out of your current system in a usable form:

  • Exports are yours to get — CSV or Excel files, or your current system's standard export, with every record and field you want brought across.
  • A sample check comes first: before import work starts, send a sample export; within 2 business days we say whether it can be imported, and what can't.
  • We import what can be read. Data your current system won't export, or records incomplete at the source, can't be recreated — they are listed for you to add by hand or with our templates, and those hours go to set-up and training instead.

Success plans

Success plans are not on sale at the moment. One bought earlier keeps giving priority support in every product until it ends, and its next month can still be added.

Services are invoiced like any order, with GST.