1 - Introduction
First off, you can do this! This process is very doable and this document (part 1 of 4) is designed to get you there. We’ll lay out an easy-to-follow process for exporting your data, preparing and cleaning your files, and then importing your data to Clockwork. The import process is straightforward and should result in your valuable information moved to Clockwork so you can quickly get back to serving your clients.
Before you get started, it’s important to read through this entire document and confirm within your organization that you have the resources on-hand to proceed. Preparation and importation of your data must be done correctly. Any mistakes made can be extremely time-intensive to correct and are often very costly.
Who this guide is for
- If you are importing a list of new people or updates to existing people in your Clockwork database, AND you have a smaller dataset, this guide is for you!
Who this guide is NOT for
- If you are moving to Clockwork from another platform (usually Legacy-based), you are looking at a migration-scaled effort and should contact Support to schedule a consultation with our Data Team.
- If you have a large dataset to import. Larger datasets should be processed by our Data Team with specific testing and during off-hours for best results. If you have a large dataset, contact Support to schedule a consultation with our Data Team
If you have any hesitation whatsoever about any parts of this process, you can always leverage the Clockwork Data Team to do this for you as a paid service. Should this interest you now or later, simply contact Support to schedule a consultation with our Data Team.
Now that we have that covered, let’s get started!
Here are the steps we'll be guiding you through:
Step 1 - Introduction (this article)