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Onboarding
Onboarding
Save time & avoid stress with Novi's Concierge Onboarding.
+3
26 articles in this collection
Written by
Pete Zimek,
Jenn Norman,
Melisa Smith
and 3 others
Getting Started
Getting Started: A Guide For New Association Staff
A list of recommended Novi educate articles for new association staff to review.
Written by
Melanie Dupont
Updated over a week ago
Onboarding for New Customers
Learn what to expect during the Novi onboarding process.
Written by
Jenn Norman
Updated over a week ago
Staging Site
Where your website & database comes alive
Written by
Pete Zimek
Updated over a week ago
The Importance of Using A Branded Domain Email Address
Learn how using a branded domain email address affects deliverability.
Written by
Melisa Smith
Updated over a week ago
Cancellation Policy
Learn more about Novi AMS' cancellation policy for training sessions and scheduled consulting.
Written by
Pete Zimek
Updated over a week ago
Importing Membership & Event Data
Activity Import Overview
Import member-specific internal notes & activities from your legacy AMS.
Written by
Melanie Dupont
Updated over a week ago
Subscription Import Overview
Import historical and current subscriptions from your legacy AMS.
Written by
Melanie Dupont
Updated over a week ago
Member Data Import Fields
Import member data from your legacy AMS into Novi.
Written by
Melisa Smith
Updated over a week ago
Billing Address vs Shipping Address
Learn the standard conventions on how to map your address data to either billing addresses or shipping addresses in QuickBooks or Novi AMS.
Written by
Pete Zimek
Updated over a week ago
Ambiguous Record
Learn what an ambiguous record is and how you can resolve it.
Written by
Pete Zimek
Updated over a week ago
Data Import Custom Fields
Learn more about Novi custom fields and how to set them up in your data spreadsheet.
Written by
Melisa Smith
Updated over a week ago
Event Import Overview
Import events, tickets, and registrations from your legacy AMS.
Written by
Melisa Smith
Updated over a week ago
QuickBooks Online and Novi Data Import
A deep dive into everything you need to know about how QuickBooks Online information will affect your Novi data import.
Written by
Melisa Smith
Updated over a week ago
Event Import - Events
Written by
Melisa Smith
Updated over a week ago
Event Import - Tickets
Written by
Melisa Smith
Updated over a week ago
Event Import - Attendees
Written by
Melisa Smith
Updated over a week ago
Purging Data During Onboarding
Preparing the database for importing data during the onboarding process.
Written by
Brian Hall
Updated over a week ago
How To Review and Approve The QuickBooks Online Import
Written by
Melisa Smith
Updated over a week ago
Approving The QuickBooks Online Import: Are the same number of records in both systems?
Written by
Melisa Smith
Updated over a week ago
Approving The QuickBooks Online Import: Are transactions showing on the transactions page in Novi?
Written by
Melisa Smith
Updated over a week ago
Approving The QuickBooks Online Import: Spot Checking Information
Written by
Melisa Smith
Updated over a week ago
Going Live
DNS and Your Domain Name
Your domain name is the way your members find you, and DNS is like the phone book that looks up your domain name.
Written by
Pete Zimek
Updated over a week ago
Verifying Domain Name Access
Written by
Spencer Goad
Updated this week
Keeping your site secure with SSL certificates
An SSL certificate verifies your site's identity and encrypts the traffic between your browser and our server.
Written by
Pete Zimek
Updated over a week ago
Deep Dive: SEO Considerations when Migrating to the Novi AMS Platform
Learn SEO implications to consider when migrating to a new Novi AMS website.
Written by
Pete Zimek
Updated over a week ago
Post-Launch Resources
Written by
Melisa Smith
Updated this week