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MavenOSMoving Over

Leave Your Old Setup Without Starting Over.

Move In reads a connected database laid out like Maven X's own to bring Finance and Sales records over, one area at a time. Client, contact, deal and product lists come in from Excel and CSV files. Your old setup is only read and keeps running until the numbers match, and you can undo the move until you mark it done.

Move In, the preview: every record shown before anything is written, on a phone
Plain English

A Move You Can Check.

Most Migrations

  • ExportEverything, at once
  • MappingDo it yourself
  • MistakesFound later
  • Old systemOff on day one
  • One area at a time, starting with Finance.
  • MavenOS shows where each field goes. You check it.
  • See every record before anything is written.
  • Your old setup keeps running until the numbers match.

Read-Only, From the First Click.

Connect your database with a read-only token, or upload a file. MavenOS only reads them, so nothing in your old setup changes, and the database access is deleted when you mark the move done.

  • Read-only access, deleted when you mark the move done.
  • Start with Finance, then Sales. Other areas are not moved yet.
  • Your old setup keeps running the whole time.
Move In, the connect step: read-only access to your old setup, on a desktop
Move In, the connect step: read-only access to your old setup, on a desktop

Every Field Shown, Checked by You.

Pick the tables to bring over, or the columns of your file. MavenOS shows where each field goes and what is left out. For files, the column names drive the suggestions and you pick each column's place from a list.

  • See where every field goes and what is left out.
  • Leave out anything you don't need.
  • Links between tables, like deal to company, are kept.
Move In, the match step: choosing which tables to bring over, on a desktop
Move In, the match step: choosing which tables to bring over, on a desktop

Odd Records Are Asked About, Not Guessed.

When a record doesn't fit, like an amount with a fraction of a cent or a 1-to-10 scale where MavenOS uses 1 to 5, you see it and choose what to do.

  • Each choice shows exactly what changes.
  • Fix rows by hand, or at the source and read again.
  • Refused rows are listed with the reason.
Move In asking what to do with an amount that has a fraction of a cent, on a phone

Month by Month, Side by Side.

Before you switch, compare what was read from your old setup with what arrived in MavenOS, month by month. Any month that doesn't match says why.

  • Totals compared month by month.
  • Differences explained, row by row.
  • Accept a fix, or keep the original.
Move In, the check: old and new totals compared month by month, on a desktop
Move In, the check: old and new totals compared month by month, on a desktop

Undo the Move Until You Mark It Done.

If something looks wrong, put back what the move added. Your old setup was never touched, so you can start again before you mark it done.

  • See exactly what will be removed first.
  • Rows you changed since, or that other records now use, are left alone and listed.
  • Start again with a fresh read.
Move In, the undo step: what will be removed when the move is put back, on a desktop
Move In, the undo step: what will be removed when the move is put back, on a desktop
Questions

What People Ask First.

Something else on your mind? Ask the Maven X team.

A connected database for Finance and Sales. It expects the table and field names of Maven X's own base, so ask us to look at yours first. Client, contact, deal and product lists come in from Excel (.xlsx, .ods) and CSV files. Tell us what else you use and we'll tell you how it could come over.

More of MavenOS.

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Run the Business. Not the Spreadsheets.

We're letting businesses in a few at a time. Tell us a little about yours and we'll be in touch.