See your association inside OneAMS before you switch anything.
Send us the export from your current AMS. We build a private staging copy, check the records with you, flag anything uncertain, and let your volunteers try the real work while your current system keeps running.
We move it. You check it. Nothing changes until you are comfortable.
Uploading your export takes minutes. Switching happens only when you are ready, and the private copy can be corrected and rebuilt without touching your live system.
1. Send us your existing data
We inspect the export your current system actually produces and tell you exactly what can come across and what needs a separate pass.
2. We build a private copy
Your members cannot see it, ordinary email cannot go out, and no money moves while we map the supported records into OneAMS.
3. You review your association
Check members, balances, dues, households, chapters, and anything we flagged. We correct problems and rebuild the copy as needed.
4. Go live only when you approve
Your old AMS remains the live system until your association is comfortable and its named approver decides to switch.
The core records we can check with you.
What we can move depends on the export your current system provides. We inspect the actual file before making promises, then show you the result inside the private copy.
- CSV, TSV, and semicolon-separated export files
- People, member numbers, contact details, and the identifiers included in the export
- Membership levels, statuses, join dates, and term dates included by the old system
- Households or bundles represented by supported vendor exports
- Dues invoices, payments, and balances included by supported exports
- Column choices, possible duplicates, and uncertain matches shown for human review
- A repeatable staging import that can be corrected and rebuilt before approval
Some records need conversion or a second pass.
We point these out before work begins, agree how they will be handled, and never call something migrated when it was parked or left behind.
Excel, XML, and legacy binary spreadsheet formats must be saved as CSV first
Attachments, profile photographs, and document libraries need a separate file-migration plan
Website content is handled through the WordPress content process, not the member importer
Event registrations and committee rosters are not currently committed end to end by the importer
Source fields without a current OneAMS destination are retained for review rather than advertised as live custom fields
You do not have to become a migration expert.
White-glove migration is included for founding associations. We inspect the export, build the copy, work through anything uncertain, document records that need extra handling, and stay with you until your review is complete.
No production switch and no broad member email without your explicit approval.
- A clear list of the files and records you have
- A private OneAMS copy to review
- Duplicate and uncertain matches shown to you
- Member, invoice, payment, and balance checks
- Your approval before anything becomes live
Built-in paths for common AMS exports, plus other CSV files.
ClubExpress
A purpose-built adapter handles its member-export conventions and household linking. Available money history depends on the export the organization can obtain.
Wild Apricot
A purpose-built adapter handles contacts, membership levels, invoices, and payments present in the supplied CSV exports.
MemberClicks
Separate Pro and Trade adapters account for their different export shapes, including invoice-row grouping.
Other systems
We can suggest where columns from a standard CSV belong, but we inspect an unfamiliar export before promising what will move.
What your board should know before a move.
What if a column is wrong?
You can review where every column goes. Uncertain identity matches stop the move, and we can correct and rebuild the copy instead of silently guessing.
Will duplicate people be merged automatically?
Only trusted identifiers can support an automatic match. Conflicts and shared household emails are shown to a person instead of letting software silently merge two people.
Will the balances agree?
For supported invoice and payment history, we compare member, invoice, payment, and balance totals with the export before approval.
What about records not supported yet?
They are listed in the plan. We use a manual or second-pass route where practical and never describe parked or unhandled records as migrated.
Start with the export you can get today.
We will show you what can come across before we promise a date or ask you to switch.