Switch to OneAMS in three steps.
Export your data from the platform you use today. We load it into a private copy of OneAMS for your team to check, and you switch over when you are ready.
Choose the system you use today. The move is the same three steps from each.
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Switching from your current platform
- 1
Export from your current platform.
Download your members, membership levels and payment history as CSV files.
- 2
We load a private copy.
OneAMS maps each column, flags likely duplicates and loads a staging copy of your association. No emails go out and no payments run.
- 3
You approve the switch.
Your team checks members and balances. Your current platform stays in use until you approve the switchover.
Choose your platform above to see how to export from it.
Columns matched for your review.
Exports from the platforms above work, as do spreadsheets. Excel and XML files are saved as CSV first, a single step in the software you already use.
OneAMS proposes where each column belongs for your confirmation. Invoices, payments and balances are also imported where your previous system exports them.
Common questions about migration.
How long does migration take?
It depends on the contents of your export, so we review the file before committing to a date.
Do we need to stop using our current system?
No. It remains in use until you approve the switchover.
Can we leave OneAMS later?
Yes. You can export your records at any time, at no cost. How export works.
Who carries out the migration?
We do. Your team reviews the result and approves the switchover.