FAQ: How much effort is required to import our data?

In short, not much on your end because ClearGov does the heavy lifting for you. We simply ask that you do the following:

1. Run reports from your accounting platform to export the data you would like to show on ClearGov. This should take less than an hour - usually a matter of minutes.
2. Email those reports to your Implementation Manager. CSV or XLS format is preferred.
   Note: If you’re facing any challenges with exporting your data from your accounting platform, let your Implementation Manager know so they can schedule a call with a Senior Data Advisor to review this process together. On this call, we’ll ask that you share your screen so we can walk through the types of reports available to you and help you identify the best file.
3. ClearGov will then format, upload, and categorize your data according to your Chart of Accounts into the ClearGov platform
4. Your Implementation Manager will set up a 30 - 60 minute call with a member of the ClearGov data team to go over how your data was categorized, collect your feedback, and make requested changes
5. As the ClearGov Data team maps your data, we may ask you to review or provide feedback via an Excel document to make sure we are aligned with how you want your data categorized. 
6. Once the data is ready for review, your Implementation Manager will invite you to schedule an In-Product Review call where your dedicated Senior Data Advisor will walk you through how the mapping will display in ClearGov and show you tools in your account where you can continue reviewing the mapping.