Onboarding

Save time & avoid stress with Novi's Concierge Onboarding.

Pete Zimek avatar Jenn Norman avatar Melisa Smith avatar +3
25 articles in this collection
Written by Pete Zimek, Jenn Norman, Melisa Smith and 3 others
Importing Membership & Event Data

Your Ultimate Guide to Member Import Fields

Import member data from your legacy AMS into Novi.
Melisa Smith avatar
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.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Ambiguous Record

Learn what an ambiguous record is and how you can resolve it.
Pete Zimek avatar
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.
Melisa Smith avatar
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.
Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Event Import Overview

Import events, tickets, and registrations from your legacy AMS
Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Event Import - Events

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Event Import - Tickets

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Event Import - Attendees

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Purging Data During Onboarding

Preparing the database for importing data during the onboarding process.
Brian Hall avatar
Written by Brian Hall
Updated over a week ago

How To Review and Approve The QuickBooks Online Import

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Approving The QuickBooks Online Import: Are the same number of records in both systems?

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Approving The QuickBooks Online Import: Are all transactions showing on the transactions page in Novi?

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Approving The QuickBooks Online Import: Spot Checking Information

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago