Get Ready to Move to Nexus

Migrating to Nexus

You’ve heard about our new Nexus software, maybe you’ve watched our Webinar, or checked out some of our other Blog posts, and now you want to know: how can you get Nexus enabled on your account? We’ve made switching to Nexus super easy! Your first step is to have your account owner talk to a helpful member of our team, who will be able to enable Nexus access on your account.

Switching to Nexus “Mode”   

Once you’ve got Nexus enabled, you don’t need a different login or address; Nexus is available from the same URL you use your classic account from. To check if Nexus has been enabled, click your initials up the top right-hand side of the screen, and look below the settings button:

It will say “Disabled” if you are on Classic and “Active” if you are using Nexus.

Moving Data to Nexus

Our goal is to make the transition to Nexus as easy as possible for you. Most things, such as clients, categories and tags will automatically be shared between Classic and Nexus once Nexus is enabled.

Some things, namely Projects, Tasks, and Templates, don’t automatically get moved. This is for good reason though: Nexus projects and Classic projects are different enough that we are not able to provide live updates between the data formats; they are too fundamentally different. For example “Tasks” have become “Items” which while able to be used for a similar workflow, have a lot more functionality. Reviewing the data you are moving will also give users a chance to plan for a date where all items will be moved, allowing for preparations with regards to things like training etc.

We have provided different methods for moving each of these pieces across.

One thing to note is only your active projects need to be moved. Any projects you have in Classic will still be reported on, their data still included in all places you would expect to see it. This means you don’t need to convert your entire project archive into Nexus as no further action will be taken with those; only your ongoing activities need to be moved onto the new format.

Single Project Transfer

You will see in the Nexus sidebar there is a Classic tab. The Classic tab contains all of your ongoing/active projects in the Classic system. Converting a project will bring through all details under the new format, including tasks as items and individual time records, as well as notes and messages.

Clicking on any project in this list will show you a page much like you would see in Classic. You can click on the three dots near the name of the project, and you’ll see a “Convert to Nexus” button. This button can also be found in the same place in the Classic system, although the project would then be outside of your visible range, so we advise doing conversions in Nexus.

Bulk Project Transfer

This method is not available to you via your UI; however, if you would simply like to move all of your active projects over at once, please send an email to [email protected] as well as a requested time for the change to occur. We advise you to alert all staff members of the time of the system change, and if possible, book in free training with a member of our staff to aid users in the shift.

Moving Templates to Nexus

Currently, Project Templates can be moved to Nexus if you choose to request that we assist with a bulk Project transfer. We are working on a conversion tool for Project Templates that would work essentially the same as the conversion tool for individual Projects, and that tool should be released soon. At the moment there is no tool available for converting Task Templates to Item Templates, but we do have instructions for a relatively simple process you can take to do so manually, which you can find here. Our Support team is always happy to answer any questions you have!

Moving Clients and Staff on to Nexus

Once you’ve converted all of the Classic data you wish to convert to Nexus, and are ready to switch to Nexus completely, you have a couple of options for getting your users to switch over. You can instruct them to use the process detailed above, or ask us to change your account to “Nexus only” which will remove access to Classic (though you will still of course retain all of your Classic data). We also have the ability to switch your users over to Nexus for you without removing access to Classic. This will set their accounts to Nexus (please note however, that if you do not choose to enable “Nexus only” they would have the ability to switch back to Classic if they chose to do so); if you wish to do this, please send an email to [email protected] to note your interest in this service, and make sure to include a date for the transfer to occur.

As always, our helpful support staff are here if you have any questions! We’re excited to help get you on Nexus so you can be using the best version of ProWorkflow.