8. Migrate: bring your existing data in
How do I import groups when I mass import profiles?
Overview If the people you are importing already belong to teams, schools, companies or families, you do not have to build those groups by hand first. Put a Groups column in your spreadsheet and the profile import will match the names to the groups ...
How do I assign people to groups during a profile import?
Overview There are two ways to put the people in your spreadsheet into groups while you import them, and they do different jobs. A Groups column assigns person by person, using the names written on each row. The Assign groups action on the Customize ...
How do I import sequences from a spreadsheet?
Overview Sequences are how you take someone from interested to ready: the forms, the training, the checks and the sign-offs, in the order you want them. If you are setting Vome up, or you run a different onboarding path for each program, building ...
How do I import shifts into my schedule?
Overview Importing shifts adds a batch of them to one opportunity from a spreadsheet, instead of creating them one at a time. The reason to import rather than generate shifts over a date range is per-shift detail. When you generate, one title, one ...
How do I import opportunities from a spreadsheet?
Overview If you are setting Vome up for the first time, or you run dozens of standing opportunities, building them one at a time is slow. The opportunities importer creates a batch of opportunities from a single spreadsheet, matches the names in your ...
What data can I import into Vome?
Overview If you are arriving from another system, or from years of spreadsheets, you do not have to retype any of it. Vome has an importer for each kind of record, and they all work the same way: you upload a spreadsheet, you tell Vome what the names ...
How do I mass import profiles into my database?
Overview The Database is where every person your organization works with lives. If you are moving to Vome from another system, or from a pile of spreadsheets, the mass importer brings that whole list in at once: you upload a file, tell Vome what each ...
How do I import categories from a spreadsheet?
Overview Categories are the folders your opportunities sit in, so they are usually the first thing you build when you set Vome up. If you already have that structure written down somewhere, the categories importer creates the whole batch from a ...