1. Export
Send your ShulCloud export or spreadsheets. No cleanup needed first — that is what the audit is for.
Send us your ShulCloud export or your spreadsheets. Within 5 business days you get back a field-mapping workbook showing exactly what migrates, what needs cleanup, and a read-only validation tenant loaded with your own data — your names, your balances, your yahrzeits.
Send your ShulCloud export or spreadsheets. No cleanup needed first — that is what the audit is for.
We return a field-by-field workbook showing what migrates as-is, and what needs a decision from you.
A short call to walk through only the records that need a call, not the whole dataset.
A read-only GabbaiPro portal loaded with your real members, balances, and yahrzeits so your team can check it firsthand.
Run one billing cycle side by side with your current system before committing.
We cut over only after your team approves statements and member invites.
Takes 10 minutes to submit. Response within 5 business days.