Historical Visits and Transactions: Migration

Keeping a record of historical data is important for accurate reporting and future reference. To support this, we can migrate your historical visits and transaction data into BETA, if you are able to supply an export from your existing system.

This helps ensure continuity in your records and allows you to access past data alongside new activity, all in one place.

» BETA requires a .csv export of all historical visits for migration

• Add export in our shared Google Drive folder

• Your historical visit data will be gradually migrated over to BETA

• The BETA team will reach out as needed

» BETA requires a .csv export of all historical transactions for migration

• Add export in our shared Google Drive folder

• Your historical transaction data will be gradually migrated over to BETA

• The BETA team will reach out as needed

If you have any specific questions or concerns, please contact the BETA onboarding team via the BETA support on your dashboard.

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