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Prepare your current software for migration to Walla | Walla Support Center

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Prepare your current software for migration to Walla

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.
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If multiple clients use the same email address and pricing option in your software, they will not be imported into Walla.
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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

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)
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This includes account credits and account balances (money owed to the studio)
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Collect

Collect for unpaid classes

  • Unpaid visits or upcoming reservations will not migration to Walla
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Unpaid visits or upcoming reservations will not migration to Walla
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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
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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
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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  • If you prefer to start from scratch and add your items to Walla, you may want to export a list of products for historical reference

If you prefer to start from scratch and add your items to Walla, you may want to export a list of products for historical reference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