Get onboard with Ally, without the chaos
Drop in a CSV, a stack of PDFs, or even your contracts — Ally reads, maps, and validates as it imports. Nothing lost, no downtime, your full history intact from day one.
Upload your contracts to extract SLAs and pricing
CSV · Excel · PDF · scanned paper · API
Spreadsheets, PDFs, scanned paper, or a direct connection — Ally reads, maps, and validates as it imports.
Sources & formats
However your data is held today, Ally can take it in — and read it.
CSV & Excel
Exports from spreadsheets or your current system.
PDFs & scanned paper
Read and structured automatically — even older paper records.
Contracts
SLAs and pricing extracted straight from the document.
Direct connection
An API link to many existing OH and HR systems.
A phased rollout to go-live
A low-risk path onto Ally — most of the work happens behind the scenes.
Phase 1
Import & map
We bring your data across and map it into Ally, validated against your records.
Phase 2
Parallel run
Run Ally alongside your current setup until your team is confident.
Phase 3
Go live
Switch over with no downtime — your full history already in place.
What moves with you
Your data isn't left behind. Everything that matters comes across, mapped into Ally.
Cases & referrals
Open and historical cases, with their status and timeline.
Employee & client records
People, organisations, and the links between them.
Clinical history
Assessments, surveillance results, and prior outcomes.
Documents & reports
Generated reports and uploaded files, kept intact.
What we'll need from you
Onboarding is mostly on us. To get started, all we need is:
- A data export, or access to your current system
- A point of contact to confirm the mappings
- Your report templates and service settings
- An hour or two for a kickoff call
Built to move without risk
Secure by default
Encrypted in transit and at rest, within UK data residency.
No downtime
Your service keeps running throughout the move.
Hands-on support
We do the heavy lifting and stay with you through go-live.
Questions about moving to Ally
The things teams ask before they switch.
Most providers are live within two to three weeks, depending on data volume and how many sources we're importing from.
No. Ally runs in parallel with your current system until you're ready to switch, so there's no gap in service.
CSV and Excel exports, PDFs and scanned paper, contracts, and direct connections to many existing systems. If you can export it, we can usually bring it in.
You keep it running through the parallel-run phase and switch it off once you're confident in Ally. Your full history comes across, so nothing is left stranded.
We do. Our onboarding team handles the import, mapping, and validation — you just confirm the mappings along the way.
Yes. Transfers are encrypted, data stays within UK residency, and transfer files are removed once the import is verified.
See Ally in action
Book a demo to see how Ally supports more efficient workflows, clearer insights, and reduced manual workload.