We move your data to Monody for you
We move your contacts and leads from your old system, and members once Operate opens. Nothing is saved until you have seen every row.
An example preview. Nothing is written until the import is run.
Matched on email, then phone, then name and date of birth.
What comes over, and what stays behind
We work from an export of your old system, or from HubSpot through its API, and you check every match.
- People
- With Operate, members, clients and students, one row each, with their email, phone and date of birth.
- Families
- With Operate, a child lands on their guardian's account. A guardian already in Monody is never added twice.
- Memberships
- With Operate, each program is matched to a plan you set up. A program without one is refused.
- Leads
- Prospects with their stage. Marketing stays off until they opt in, and an unsubscribe is kept.
- Stored cards
- Cards stored with your current payment processor do not move today.
- Membership billing
- Memberships keep their plan and next charge date, and Operate charges them from a date we agree with you.
- Payment history
- Past payments and invoices stay in your old system.
- Signed contracts
- Contracts signed in your old system stay there. New agreements are signed in Monody.
Nothing lands until you have seen it
A person already in Monody is matched in this order, so nobody is added twice.
- 1EmailThe same email address
- 2PhoneThe same phone number
- 3Name and date of birthBoth the same
- A preview comes first
The first rows are shown as they will land. Nothing is written until the import is run.
- Refused rows carry a reason
Rows that fail come back as a file, with the reason, to fix and import again.
- Safe to run again
Running a file again finds what is already there instead of adding it twice.
- No email until you say so
Members are invited only when you press Invite.
- Imports stay on record
What was added, updated, skipped and refused stays with each import.
Planned with you, carried out by us
We agree the dates with you on the first call.
- 1BothThe first call
We look at where your data lives today and agree what moves, and when.
- 2YouYour export
You download the export from your current system. We tell you which files we need.
- 3UsThe preview
We run your file as a preview. Rows are checked, and refused rows come back with their reason.
- 4YouYour review
You check the matches and the refused rows, and we fix what needs fixing.
- 5UsThe import
We run the import. Nothing is sent to your members.
- 6BothThe switch
Your old system stays on until you are satisfied. You invite your members when you are ready.
What if you only needed one system?
We onboard one business at a time, and the move is planned on the first call. Tell us where your data lives today.