Whether you're just stepping onboard with Membrain or if you are utilizing our other Data Import Services, this article serves as your comprehensive guide to understanding the guidelines and expectations that define our data import process.
Our commitment to delivering optimal import quality is a shared responsibility. As a valued customer, you play a crucial role in ensuring that your data aligns with Membrain's Guidelines and adheres to the recommendations of our Data Migration Specialist (DMS). We recognize the importance of clarity and precision in this process, and your proactive engagement is key to achieving success.
Throughout this journey, we emphasize the significance of clear communication. Whether you have questions, concerns, or specific considerations, we encourage you to reach out. Your feedback and collaboration are not only welcomed but are integral to shaping the success of your project.
Thank you for choosing Membrain. Let's navigate these data import steps together, ensuring a smooth and successful integration. Feel free to explore the guidelines and recommendations outlined in this article, and should you need any assistance, our team is here to support you.
Happy importing!
The collaborative Data Import Planning session marks the commencement of your Data Import process as part of your ClearPath or other Data Import Service. We appreciate your proactive involvement and providing raw files of all types of data you are looking to import ahead of this meeting. As we progress, this initial step sets the foundation for a tailored approach to meet your unique data requirements.
Important considerations for step 1
Following the Data Import Planning session, our Data Migration Specialist (DMS) will execute sample imports of your data to Membrain. This crucial step allows us to dive deep into your data intricacies, addressing any questions or uncertainties that may arise. Once this is done you will receive a comprehensive Sample Data Import Report summarizing the results of this phase.
Important considerations for step 2
Building upon the insights from the sample data, our DMS will use the sample imports as a foundation and collaborate with you to create templates that will seamlessly convert your raw data into refined, importable files. Your prompt responses to any follow-up questions during this phase are instrumental in maintaining the momentum of our progress.
Important considerations for step 3
Looking ahead, your deadline for submitting the final data import files, complete with your most recent and complete data before the anticipated live date, is typically 5-7 business days, depending on the complexity of the data. Keeping to this deadline is critical as it facilitates the processing of the raw data into the import templates, identification and management of any unforeseen issues, importing of your data, and the finalizing of the comprehensive Final Data Import Report. We will work closely to ensure that this aligns seamlessly with your project planning and requirements.
Important considerations for step 4
Upon receiving the final import files and confirmation of their adherence to agreed-upon templates, our DMS will perform the final imports. This process involves processing new raw files, importing them, and conducting a thorough review of the import. Post-completion, the DMS provides you with a Final Data Import Report outlining the high-level steps taken and summarizing any outstanding issues or missing items.
Important considerations for step 5
After the final imports have been executed, and the Final Data Import Report has been transmitted, you are required to promptly review the imported data. It is imperative that you inform us without delay if the imported data aligns with your expectations or if any discrepancies are identified. You are granted a two-week period to provide feedback, critiques, or raise any questions regarding the imported data. Failure to communicate within this timeframe may be considered as acceptance of the imported data.
Important considerations for step 6
The data must be in a spreadsheet format, like XLS/XLSX or CVS.
The data is ideally kept in an unformatted state. Please refrain from using macro-enabled spreadsheets, merged cells, grouped data, etc., as these formats are not permissible. If applicable, please remove any data columns containing redundant information or system fields that you don't want to keep, ahead of submitting the data.
For optimal performance the size of each individual spreadsheet should not exceed 50 MB. Larger files can affect the data processing and import speed.
The Data Import Services is primarily meant to be used to import the relevant data that you need to build your business going forward. That said, some historical data can be very important to bring with you into Membrain. We usually recommend importing historical data going back to a maximum of 3 years, especially Activity Data like Notes, historical Emails, Appointments and Tasks.
Most of your data can be imported into Membrain (with a few exceptions)
