INSOLA
CSV or Excel files, mappings, references to correct, simulation and reconciliation: review each step before applying the supported records.
CSV / XLSX → mappings → simulation
| Record | Dataset | Status | Planned action |
|---|---|---|---|
| Iris Dubois | Customers | Valid | Create |
| Historical balance · 5 credits | Customer balances | Valid | Create |
| 15/10 · 18:00 · Yoga | Future bookings | Invalid | Not decided |
Missing customer reference: correct the link before simulating.
Source balance: 5 credits. Balance after migration: 5 credits.
A future booking already paid in the previous tool is imported without an extra debit from the historical pass.
The product in practice
Follow imported records and compare the source data with the result.
Try this scene ↗Maison Sol · fictional data. No real payments, emails, AI calls, imports or electronic transmissions.
Map file columns to the supported records.
Try this scene →Review missing references, correct the data and read the report before applying.
Try this scene →Reconcile historical pass balances and future bookings in particular. Importing subscription records and transitioning payment methods are separate operations.
Try this scene →No. Importing subscription data transfers neither a bank card nor a mandate. Recurring payment transitions must be handled separately with the relevant providers.
Plan a transition from Momoyoga: customers, class passes and class bookings. Review field mapping and a dry run before import.
Plan a transition from Eversports: locations, activities and future bookings. Review field mapping and a dry run before import.
Plan a transition from bsport: customers, remaining credits and historical subscriptions. Review field mapping and a dry run before import.
Plan a transition from Mindbody: source identifiers, customers and schedules. Review field mapping and a dry run before import.
Plan a transition from CSV / Excel: columns, encoding, date formats and references. Review field mapping and a dry run before import.
A checklist for exporting, checking and reconciling customers, credits and bookings before changing studio software.
Try the product journeys, then prepare your start or transition with the context of your Business.