Pogozo

Moving to Pogozo from another system? We've made a DIY version so you can transfer your data on your own.

Transferring your account on your own

Alex Pogozo

Transferring data on your own 

A quick guide to help you transfer your data to the Pogozo templates.

Using Pogozo Data Transfer Templates

Transferring your team from your old system into Pogozo.

Transfer data - Team members

Transferring your clients from your old system into Pogozo

Transfer data - Clients

Transferring our billable items from your old system into Pogozo

Transfer data - Billable items

Transferring your Invoices from your old system into Pogozo.

Transfer data - Invoices

Transferring your Invoice Items from your old system into Pogozo.

Transfer data - Invoice items

Transfer data - Appointment types

Transferring your appointments past and future from your old system

Transfer data - Appointments

Transferring treatment notes from your old system into Pogozo

Transfer data - Treatment notes

Pogozo Data Transfer Tables 

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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