Step 3: Populate VOGSY with data
Why you need data
Before you can roll out VOGSY to the rest of the organization, VOGSY needs data to work with. It requires organizations, customers, contacts, employees, opportunities and projects.
Don't forget to reset
Before starting to populate VOGSY, don't forget to reset VOGSY.
The reset will clean up your test data while keeping all your settings and configurations, creating a clean environment to populate. The reset function is available in the settings section of the back office.
Which data?
When starting the onboarding, there's always the decision: How much historical data should go to VOGSY? Or are we going live with only current data on in-flight opportunities and projects?
Starting fast
The fastest way to start with VOGSY is to populate only current data. What projects and opportunities are running or about to start?
Populating options
There are several options for populating VOGSY.
Upload data with the import features.
Through the Finance integration, importing data.
Through CRM integration, importing data.
Manual data entry.
Mixing them and choosing the right combination of populating strategies makes sense.
VOGSY's onboarding specialist will ensure you select the correct mix of populating options.
Import through spreadsheets
VOGSY has multiple spreadsheets available as templates for upload into VOGSY.
Organizations
Contacts
Employees
Timesheet entries
Financial transactions
Import through the Finance integration
When connecting VOGSY to financial software, importing organizations and contacts is an option.
Import through the CRM integration
When connecting VOGSY to CRM software, importing organizations, contacts, and opportunities is an option.
Manual data entry
Populating projects is always a manual task. Because project definitions are significantly different between the various types of software, it's impossible to standardize this upload. Manual entry of running projects is the only solution there.
For you to quickly and efficiently register the correct time spent and amounts invoiced for these in-flight projects, VOGSY provides you with a Project Opening Balance feature. This feature allows you to quickly enter the budget spent so far based on the historical hours.
Get help, get smart
Get help from your project managers to populate in-flight and new projects. It's the best learning experience for your project managers.
The next step: step 4 communicate to the teams
After populating, VOGSY can be put in production. It's time to communicate to the teams.