Data migration is often a major concern for new clients. At OnSinch, we understand that protecting your information is a top priority. Our process is designed to be secure and worry-free. Here's a look at how we work together to get you onboarded quickly and efficiently.
Your Role: Prepare and Provide Your Data
To begin, we require your data to be provided in an organized Excel spreadsheet. This is the most efficient way for our team to receive your information. We'll guide you through the entire handover process to ensure everything is properly prepared.
For the smoothest and fastest migration possible, we recommend a final review of your existing data. A well-organized spreadsheet is the key to an updated, accurate database after migration. The cleaner the data, the faster we can get you up and running on OnSinch.
Our Role: We Take Care of Everything Else
Once you provide your data, our team of experts takes over. We'll review your spreadsheet, handle any necessary clean-up, and prepare your information for a flawless import. Our technical team ensures accuracy and functionality throughout the process.
We typically migrate key information such as staff member profiles, client information, and locations, as specified in your chosen package.
Integration into Your Onboarding
Data migration is a key part of our overall onboarding process. As your training progresses, we transition from using mock data to your real data within the OnSinch platform. We're with you every step of the way until you feel comfortable using it on your own.
Activation & Ongoing Support
Once your data is successfully migrated and you're ready to start using OnSinch, we will send activation emails to your staff so they can sign in to their new staff portals.
Our commitment to you doesn’t end after your data is migrated. Our team will continue to provide ongoing support and troubleshooting in case you need help with any data updates. You'll also benefit from regular software updates and new features, keeping you at the forefront of workforce management technology.
Explore all the details of our onboarding process and get started on our Onboarding webpage.
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