Onboarding

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

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 this week

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 this week

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 this week

Event Import - Events

Written by Melisa Smith
Updated over a week ago

Event Import - Tickets

Written by Melisa Smith
Updated this week

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

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 over a week ago

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 over a week ago