Migration
Bring your existing book across.
“I already have 400 members on paper” is the objection we hear most, and it’s solved: bulk import for member lists and balances, and a migration service for the rest.
Bulk import
What comes across, and how.
01
Member lists
Names, phone numbers, Ghana Card details and existing balances, imported from one file rather than typed in one member at a time.02
Balances that land in the ledger
Opening balances post as real opening entries in the double-entry ledger, not a free-floating number bolted on afterward.03
Batch status tracking
Every import runs as a batch you can watch: rows processed, rows failed, and why — so a bad row doesn't silently vanish into the count.The migration service
What migration actually involves.
Bring your book
Member list or loan book, paper or spreadsheet — whatever you actually have today.We map it
Your records mapped to groups, passbooks or loans as they exist in your business, not forced into a shape that doesn't fit.You review a trial run
A batch runs against your real data before anything is final, so mismatches surface to you, not to your members.You go live
Cutover happens on a day you choose, and your old book stays valid until it does.See your own book run before you commit to anything.
Bring your member list or loan book to a thirty-minute demo, screen shared.