Migration
Switch to DojoTally without retyping everything
Send us your spreadsheet or whatever your current software exports. We load your students, plans, schedule and balances; you check them and go live with your academy up to date.
- Free if your system exports the data
- Loading your data sends nothing to your students
- You check everything before going live
How the switch works, step by step
Four steps. Your current software or spreadsheet keeps working until you say so: there's never a day when the academy runs blind.
- 1You · day one
Send us what you have
The Excel or CSV your software exports, your Google spreadsheet or a photo of how you keep the books. If you don't know how to export, we'll figure it out together.
- 2Us
We load your academy
Students, plans, disciplines, schedule and what each student owes. If a balance doesn't add up, we don't make it up: we flag it so you decide.
- 3You
You check
Log in to DojoTally and look over your students, plans and timetable. We fix whatever needs fixing before anyone is told.
- 4Together
You go live
Connect MercadoPago or Stripe, set up the kiosk on a tablet and invite your students to their portal. Only then do you leave the old system.
How long does it take? It depends on how many students you have and the shape your data is in: a tidy CSV is not the same as a notebook. As soon as we see the file, we'll tell you the timeline.
What moves to DojoTally and what doesn't
Better to tell you up front: some things no system can move for you.
We bring itYour academy, loaded
- Students and their contact detailsWith guardians and family groups, if you have them.
- Plans, prices and disciplinesMonthly, quarterly and family discounts.
- Class scheduleYour weekly timetable, by room.
- Balances: what each student owesAnd the credit of anyone who overpaid.
- Belts and stripes
- Payment and attendance historyWhen your previous system lets you export it. If not, you start with each student's balance up to date.
Can't be movedWhat gets redone
- MercadoPago automatic debitsEach subscription is tied to the system that created it. Each student has to sign up for automatic debit again in DojoTally.
- Cards saved on another platformFor security, card details can't be copied: the student enters the card again when paying.
- Your students' usernames and passwordsEach student gets a new login to the portal.
- Invoices already issuedThey stay where you issued them; keep a copy from your previous system.
Automatic debit, without double charges. Before inviting your students to sign up in DojoTally, cancel the subscriptions in your previous system. If both stay active, MercadoPago charges twice. We'll walk you through it.
What we need to move your academy
Migration is free if your current system lets you export your data: Excel, CSV, Google Sheets or the system's own export. Your own spreadsheet counts too. If your data is on paper or your system doesn't export, write to us and we'll look at it.
Essential
- StudentsFull name, WhatsApp (with area code) and status: active or left. For minors, the responsible adult's name and WhatsApp.
- Plans or membershipsName, price, which disciplines it includes and how many classes (per month, per week or unlimited). Class packs, if you have them.
- Which plan each student is on
- Balances on the cut-off dateWho owes how much, or the last month each one paid.
Highly recommended
- Email, ID number, date of birth and start date
- Each student's discipline, belt and stripesAnd since when they've held that belt.
- TimetableDay, time, discipline, instructor, room and capacity.
If your system exports it, we bring it too
- Payment history
- Attendance
- Grading history
- Shop products
The format
- Excel (.xlsx), CSV or Google Sheets
- Your system's export as it comes outNo need to tidy it up.
- One file per topic or everything together
What you do
- Pick a cut-off date
- Check what we loaded before going live
- Cancel the old system's automatic debitsYour students sign up for MercadoPago automatic debit again in DojoTally.
Never send us passwords or card details. We don't need them to migrate.
Excel file with four sheets: Students, Plans, Timetable and Balances. If you keep everything in a spreadsheet, fill it in and send it to us.
Where you're coming from
If your software exports to Excel or CSV, that's enough, and so is a spreadsheet. If it doesn't export or you keep everything on paper, write to us and we'll look at it.
Still comparing? See how DojoTally compares with spreadsheets and other software.
- Excel spreadsheet
- Google Sheets
- Notebook or paper cards
- DojoApp
- MiDojo.Digital
- Jits Manager
- GymFlow
- About a Gym
- Gymdesk
- Zen Planner
- Kicksite
- Tecnofit
- Next Fit
- Other software
Migration questions
How much does migrating cost?
Nothing, if your current system lets you export your data (Excel, CSV, Google Sheets or the system's own export) or you keep it in a spreadsheet: then you only pay for your DojoTally plan, and not even that if you stay on the Free plan (up to 10 active students). If your data is on paper or your system doesn't export, write to us and we'll look at it.
Do I have to stop using my current software?
Not until you want to. You keep collecting as usual while we load your data and you check it. When everything adds up, you switch.
Will my students notice the migration?
Only when you invite them. Loading your data sends no messages or payment reminders: the first thing they get is the invitation to their portal, when you decide to go live.
What happens to MercadoPago automatic debits?
They can't be moved: each subscription belongs to the system that created it. You cancel the ones in your previous system and each student signs up again in DojoTally. Meanwhile, they can pay with the payment link or by bank transfer.
What if everything is in a spreadsheet or on paper?
A spreadsheet is enough: send it as it is, or fill in our template. If it's on paper, write to us and we'll look at it.
Do I lose my payment history?
If your previous system exports payments, we bring them over. If not, you start with each student's balance up to date and the new history begins in DojoTally. Keep a copy of your previous system.
Do I have to change my WhatsApp number?
No. DojoTally and the agent use the WhatsApp Business number you already have.
Can I take my data out of DojoTally later?
Yes. From the student list you can download a spreadsheet with their details whenever you want. Your data is yours.
Bring your academy. We'll do the moving.
- Free migration if you can export your data
- 14-day trial, no card needed
- WhatsApp support