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Onboarding
Onboarding
Save time & avoid stress with Novi's Concierge Onboarding.
Novi Support
Getting Started
Getting Started: A Guide For New Association Staff
Onboarding for New Customers
Staging Site
The Importance of Using A Branded Domain Email Address
Cancellation Policy
Importing Membership & Event Data
Activity Import Overview
Subscription Import Overview
Member Data Import Fields
Billing Address vs Shipping Address
Ambiguous Record
Data Import Custom Fields
Event Import Overview
QuickBooks Online and Novi Data Import
Event Import - Events
Event Import - Tickets
Event Import - Attendees
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
Going Live
Your Novi Launch!
DNS and Your Domain Name
Configuring your domain name (DNS) for your new Novi AMS website
Verifying Domain Name Access
Keeping your site secure with SSL certificates
Deep Dive: SEO Considerations when Migrating to the Novi AMS Platform
Post-Launch Resources
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