In order to ensure a smooth transition from your current software to Walla, you'll want to follow the steps below to prepare your data for export and migration into Walla.
Merge
Merge all duplicate clients
If multiple clients use the same email address and pricing option in your software, they will not be imported into Walla.
Search
Look for clients missing their email addresses—and try to fill in as many emails as possible
Clients without an email will not be transferred
Settle Up
Resolve outstanding account balances
This includes account credits and account balances (money owed to the studio)
Collect
Collect for unpaid classes
Unpaid visits or upcoming reservations will not migration to Walla
Check Gift Cards
Run a gift card report in your current software
Remind your clients to spend gift card balances (they will not transition to Walla)
Save your export for future reference for gift cards that are unused
Clean Up
Remove old retail products so a clean inventory report can be exported for Walla to import.
If you prefer to start from scratch and add your items to Walla, you may want to export a list of products for historical reference
Historical Data
If you wish to retain any additional data, including payroll, business stats, etc. please export these before your current software subscription terminates