On that call your account manager will answer initial questions and draft your data conversion plan and training plan. This first call is to establish your desired timeline and then set events in place to meet that timeline.
After the admin form is complete, look for an email that provides
instructions on how to extract your data from a former system if that applies.
In addition, you will get a link to a Sharepoint folder where your data can be
loaded. Please upload all files there. If you have questions, please email
Our team looks forward to meeting you as soon as possible so we can get your