Overview
During onboarding we import a lot of your history so you can start with a full pipeline instead of a blank system. Your property details can be loaded separately, from an onboarding spreadsheet. A few things are not imported at all and need to be set up in Matrix. Knowing this up front saves you from assuming data is there when it is not, or from re-entering something that already came over.
What typically comes over from your previous system
- Accounts and contacts
- Leads
- Opportunities (these often land in an early stage and may need re-staging and a value)
- Completed and historical activities
- Open and upcoming activities, including future-dated follow-ups. Open items that were already well overdue on migration day are usually left out (see below).
The exact rules depend on your previous system and on what its export included, so treat this list as typical rather than guaranteed.
Open and future follow-ups
Future-dated follow-ups (called traces or to-dos in some systems) generally come over as open activities. Before you re-create one, check the account or opportunity in Matrix so you do not end up with duplicates.
What gets left out is open items that were already overdue when we migrated. Which ones depends on your previous system: for some, it is items more than 90 days past due; for others, it is any item that was never started and was dated before migration day.
If a follow-up you are counting on is missing, re-create it in Matrix so nothing gets dropped.
Property setup loaded during onboarding
Separate from your sales history, your property basics can be loaded in bulk from an onboarding spreadsheet:
- Users and their property assignments
- Property profile basics: name, property code, chain, portfolio, address, and the Matrix Default Lead Assignee (MDLA)
- Room types, with a description and the number of rooms of each type
- Function spaces, with dimensions, maximum occupancy, and capacity by setup style
Matrix also creates four rate tiers for each property, named Tier 1 to Tier 4, which you can rename on the Rooms & Tiers tab. Have your Property Admins review all of this on the property's setup tabs. See Getting Your Property Fully Set Up.
Configured in Matrix, not imported
Your Property Admins set these up directly in Matrix:
- Inventory: your food, beverage, and equipment items, including your menu items.
- Taxes and fees. See Property Setup: Taxes & Fees.
Expect a cleanup pass
Some imported opportunities arrive in an early stage with no value, and duplicate accounts or stale leads are normal. Plan a short cleanup after go-live so your pipeline and reports are trustworthy. See Cleaning Up Your Pipeline.
Key takeaway
Most of your history comes over, including future follow-ups, and your room types and function spaces can be loaded for you. Check before you re-enter anything. The things to watch: re-create any follow-up you are counting on that did not come over, and have your admins set up inventory and taxes and fees, which are configured in Matrix rather than imported.
Questions? Email support@m1intel.com