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How to transition ongoing program to Qooper/ Import existing matches
When onboarding a new program to Qooper, to make it a smooth transition, Qooper is able to import existing matches and match date into the platform. This will not disrupt any existing relationships. This can be especially import in new hire/ buddy pr
- CSM and Customer complete the fields on this template
- Qooper IT team is able to import the spreadsheet via an IT ticket
- The matches and match date will be set in the Qooper platform for existing matches to pickup where they left off.