Importing without risk

Every import in Doory goes through the import workspace. Your raw file is kept, the proposals that come out of it are reviewed first, and an import can be repeated and rolled back. So you never transfer data you cannot undo.

Why importing is normally nerve-racking

In most systems an import is a one-way street. You press import and from then on it is your problem: duplicate companies, contracts with the wrong end date, invoice lines nobody dares to touch any more. As a result, people import small pieces and do the rest by hand, or postpone the switch until after the summer.

Three things that take that away

The raw data stays in place. Doory keeps the file exactly as you uploaded it. If you are unsure about a field later, you can go back to the source instead of to your email.

Proposals are not yet records. What comes out of the import first appears as a proposal in the workspace. For each line you see what Doory made of it and where it is uncertain. You approve, adjust or leave a line aside. Whatever you do not approve does not exist in your records.

An import can be repeated and rolled back. If you discover after the import that your source file had a column wrong, you roll back the import and run it again with the corrected file. You do not have to clean up forty records by hand.

How you use it in practice

Usually in rounds. First the units and the buildings, then the companies and the contracts, then the members. In each round you check one thing properly instead of everything halfway. And because imports are repeatable, you can start small: import one floor, check whether the picture is right, then do the rest.

The workspace stays useful after go-live too. If you take over a building with its own occupancy list, or a new floor is added, it goes through the same route: upload, review, approve.

Where the product stops

The workspace checks whether Doory has understood your file correctly. Whether your file itself is correct remains your judgement. If your rent roll contains the wrong rent, that wrong rent ends up in the proposal, neatly and traceably. That is why the review step is not a formality.