Novi AMS

Learn the best ways to get support and advice from the Novi team and the timeline for our response.

Novi Support

Pete Zimek, CAE

Jenn Norman, CAE

Melisa Smith

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

Onboarding

A list of recommended Novi educate articles for new association staff to review.

Getting Started: A Guide For New Association Staff

Learn what to expect during the Novi onboarding process.

Onboarding for New Customers

Where your website & database comes alive

Staging Site

Learn how using a branded domain email address affects deliverability.

The Importance of Using A Branded Domain Email Address

Learn more about Novi AMS' cancellation policy for training sessions and scheduled consulting.

Cancellation Policy

Melanie Dupont

Getting Started

Import member-specific internal notes & activities from your legacy AMS.

Activity Import Overview

Import historical and current subscriptions from your legacy AMS.

Subscription Import Overview

Import member data from your legacy AMS into Novi.

Member Data Import Fields

Learn the standard conventions on how to map your address data to either billing addresses or shipping addresses in QuickBooks or Novi AMS.

Billing Address vs Shipping Address

Learn what an ambiguous record is and how you can resolve it.

Ambiguous Record

Learn more about Novi custom fields and how to set them up in your data spreadsheet.

Data Import Custom Fields

Import events, tickets, and registrations from your legacy AMS.

Event Import Overview

A deep dive into everything you need to know about how QuickBooks Online information will affect your Novi data import.

QuickBooks Online and Novi Data Import

Event Import - Events

Event Import - Tickets

Event Import - Attendees

Preparing the database for importing data during the onboarding process.

Purging Data During Onboarding

How To Review and Approve The QuickBooks Online Import

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

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

Approving The QuickBooks Online Import: Spot Checking Information

Importing Membership & Event Data

At Novi AMS, we want to ensure that staff and members smoothly transition to your new system.

Your Novi Launch!

Your domain name is the way your members find you, and DNS is like the phone book that looks up your domain name.

DNS and Your Domain Name

Our tech team will be glad to manage your domain name for you, but these details will help if you want to maintain full control

Configuring your domain name (DNS) for your new Novi AMS website

Initial onboarding task to verify you own the domain that will be used for your Novi AMS website.

Verifying Domain Name Access

An SSL certificate verifies your site's identity and encrypts the traffic between your browser and our server.