Move to Saatto from paper, Excel or another system
Bring your contacts and past cases with you, and open new cases in Saatto from the first day.
Keep the right to take everything out again at any time.
Move in four steps
Collect what you have
Export contacts and past cases from your current system or spreadsheet as CSV files. From paper, start with the families you are working with now.
Run a test import
Upload the file, check how Saatto matched your columns, and read the test run: what it will create and which rows need fixing. Nothing is saved yet.
Import and check
Run the import and open a few cases to check them. Saatto imports past cases as closed cases, so they appear in your reports and aftercare lists.
Set up your home
Add your packages and prices, upload your Word templates, adjust the checklists and invite your staff.
Start from where you are
- From paper
- Open new and ongoing cases in Saatto and leave closed folders in the archive. Type in only the past families you want in your aftercare.
- From Excel
- Save the sheet as CSV. Saatto recognizes Finnish and English column names and lets you match the rest by hand.
- From another system
- Ask your current vendor for an export of contacts and cases. Saatto reads the CSV files and shows each problem row before you import.
Get help with the move
Book a demo and we go through your files with you, from the first test import to your first case in Saatto.