Moving to Nookal From TM2 – Server Hosted

Written by Sam
... on a magical May day.

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📖 In This Article

›1. Book in a Conversion
›2. Set up your Nookal Account
›3. What Information Can We Convert?
›4. Complete a Trial Conversion
›5. Complete a Final Conversion

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Our Conversions team will happily assist you in moving your data from TM2 Server Hosted to your new Nookal account.

The following guide will step you through the process of Moving to Nookal from TM2 Server Hosted.

To help get you up and running, you will need:

1. A Nookal Account – start a Free Trial if you need a new account.
2. To be familiar with your Nookal Account – check out our Basic Training.

1. Book in a Conversion

When you’ve made the decision to move to Nookal, it’s time to book in a Data Conversion.

Email our friendly team at conversions@nookal.com to make a booking.

2. Set up your Nookal Account

Once you’re booked in, it’s important that you start setting up your account to ensure a smooth and successful conversion.

You will need to set up the following items:

• Locations
• Staff
• Schedules
• Letter Templates
• Clinical Templates
• Snippets
• Reminders
• Extra Fields
• Intake Forms
• Integrations

It is important to ensure:

• All Locations to be converted are set as active in both Nookal and TM2.
• All Staff to be converted are set as active in both Nookal and TM2.
• All Staff have exactly the same first and last names in Nookal as in TM2.
• All Reminders are set as inactive until your final conversion has been completed.

The data types not listed above will be deleted during the conversion process.

 

Whilst you are welcome to enter trial data into your Nookal account, please do not enter any items that you wish to retain – unless it is listed above.

3. What Information Can We Convert?

The next step is understanding exactly what types of data we can convert from TM2 to Nookal for you.

Data	Converted	Notes
Client Demographics	Partial	Only includes Name, DOB, Address, Phone, and Email.
Appointments	✓ Yes
Clinical Notes	✓ Yes
Staff Profiles	No
Contacts	✓ Yes
Financial Data	No
Services	✓ Yes
Classes	✓ Yes
Inventory	✓ Yes
Messages	No
Documents	✓ Yes	Only converted during the Final Conversion stage.
Templates	No
Reminders	No
Integrations	No

* Whilst we make every effort to ensure your data is closely matched to the source, please be aware that there may be some formatting differences from the conversion process.

4. Complete a Trial Conversion

Before we convert your data from TM2 Server Hosted, we want to make sure it meets your expectations – so we’ll complete a Trial Conversion with you to review and approve your data.

Our Conversions Team will schedule a time with you to export your data.

• You will need to have Administrator-level access to your TM2 Server, so that we may export your data.

Once your Trial Conversion is complete, we will contact you with a checklist to review  your data.

• Review your data carefully. It is critical to ensure your data is accurate and ready to go live.

Complete, sign, and return the checklist to us as soon as possible.

5. Complete a Final Conversion

Now that we have successfully completed your Trial Conversion, we can move on to a Final Conversion process with you.

We will need an up-to-date export of your TM2 Server Hosted data.

• This process is the same as your Trial Conversion – except, your Final Conversion will occur on a Friday evening, so please ensure your data is completely uploaded by Friday midday.
• Any data entered into TM2 Server Hosted after you complete the export will not be converted into your Nookal account. (This data will need to be manually entered after your Final Conversion is completed.)
• We typically endeavour to have your Final Conversion completed and ready for you as early as possible on Saturday, but this can be affected by the volume of data in your conversion.

Once your Final Conversion is complete (excluding Documents), we will contact you with a checklist to complete your final review.

• Do not enter new data or use your Nookal account until you have reviewed your data and are satisfied with your Final Conversion. (If you find an issue, we may need to completely remove your converted data and try again.)

Complete, sign, and return the checklist to us when you are satisfied with your Final Conversion.

Welcome aboard! You can now use your Nookal account.

A great first step – is to set each Contact as either a Payer or a Case Manager (where applicable) when your Final Conversion is complete.