At the start of your Onboarding journey, you will be provided a snapshot project plan. This plan will show you an 'at a glance' status update and due date for each step, and will be used in most communication relating to your set up.

This article includes: 

What does each task mean?

Your snapshot project plan includes a number of tasks which have to be undertaken by either yourself or our Onboarding team.  When that task is due, you'll get an email letting you know it's time to take the next step. 

 Note

If you are not migrating data from an incumbent CRM to Alto, steps relating to Test Data Migration or Data Migration Sign Off are not relevant

Here is what each step means: 

Attend Onboarding Kick Off

Your dedicated Onboarding Coordinator will contact you to arrange a convenient time for a 15-20 minute Zoom call. In this meeting, we discuss the onboarding process and you'll confirm some important configuration details. 

You will also receive your My Account login details, where you will complete the remainder of your company information for input into Alto.

Complete My Account

You will be sent an email to your My Account program. You are required to complete details on an online form that provides us with information, compiling the relevant configuration decisions, account information, templates, branding and business details, onto your Alto system.

The My Account record forms the basis of how Alto is configured and it is likely that a number of team members from your business will be required to input into it.
For more information on How to complete the Alto My Account page, click here

Pre Test Migration Checklist and data grab

To map your data into Alto, we take a copy of data from your existing CRM to migrate it into a test Alto environment.  At this point you are required to complete the Pre Test Migration Checklist within your Migration Workbook, by recording numbers from your current CRM (such as number of contacts/properties/tenancies/diary entries). Recording these now enables the data sign off process.
For more information on The Migration Process, click here

Attend Test Migration Review - Kick Off

Because different CRMs hold data in different fields, it's important to check if your data has been mapped successfully into the test Alto account. Working with one of our Alto experts, they will walk you through the process of reviewing the data which has been mapped to the testing account, to check that it has been accurately mapped.

Complete Test Migration Workbook

The Test Migration Workbook helps you validate that the test migration from your incumbent CRM to Alto was mapped correctly. You will have access to in app guidance and an Alto expert to answer questions, if you need support.
For more information on Carrying out your Test Migration Review (TMR), click here

Sign off Test Migration

Once you have completed the Test Migration Workbook, you will sign off that the data has been mapped and tested correctly, as well as confirming that all queries have been completed.

Alto Activated

Our team will arrange a date and time for the full and final extract of data from your existing CRM to be transferred to Alto.  During this time, we recommend no additional changes are made in your existing system.

Team Training

Often occurring on the same day as your Alto Activation, one of our expert Software Trainers will attend an in-person or over Zoom training session with you and your team.  You will cover the basics of Alto, through to complex workflows.  Our trainer will answer any questions your team may have relating to Alto functionality.  We recommend a minimum of three days training to ensure your team are confident using Alto.

Post Activation Tasks

Depending on your business there are a number of activities you will need to perform to ensure you are getting the most from Alto. These tasks will vary depending on the CRM you are moving to Alto from. It's likely however they will include:

  • Manually updating information such as Accounts and Media against properties which are not automatically migrated into your Alto
  • Ensuring portal and website feeds are active, and,
  • Enabling Exchange integration and calendar export

For more information, please see our Post Training guide

Meet your Account Team

You will be introduced to the team who will be there to help as you continue your Alto journey. Our Account Managers will be there to help you with any subscription or business needs, whilst our Customer Support team can help with your technical troubleshooting.

Each status and their meaning

So that you can see at a glance where you are in the onboarding journey, you will see a status against each step in your email communications from our team. They are as follows: 

  • Complete - This step is complete and there is no further action to take
  • Next Step - This step is due next. If the action that this it is against is assigned to you, your update email will be your prompt to complete, and will contain all the information you need to do so.  If it is assigned to us, we'll let you know when you can expect it to be completed
  • Blocked - This means that something is stopping the onboarding process and we can't proceed.  If this is the case, we will explain how this can be rectified

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