Migration

Bring your existing book across.

“I already have 400 members on paper” is the objection we hear most. Bulk import handles member lists and balances, and a migration service takes on the rest.

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Illustrative example, not customer data

Bulk import

Three things the import handles.

  • Member lists

    Names, phone numbers, Ghana Card details and existing balances, imported from one file in bulk.

  • Balances that land in the ledger

    Opening balances post as opening entries, so the balance is on the books from day one.

  • Batch status tracking

    Every import runs as a batch you can watch. You see rows processed, rows failed, and why. A bad row never silently vanishes into the count.

Illustrative example, not customer data

Migration service

What migration actually involves.

Your book might be several notebooks, a WhatsApp thread, a loan file. For that, the migration service puts a person on the other end.

  1. 01

    Bring your book

    Member list or loan book, paper or spreadsheet. Bring whatever you actually have today.

  2. 02

    We map it

    Your records mapped to groups, passbooks or loans as they exist in your business.

  3. 03

    You review a trial run

    A batch runs against your real data before anything is final, so you see mismatches before your members do.

  4. 04

    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.

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