This document gives instructions on how to migrate from another service to Monsido.
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First Steps
Inform stakeholders: It is important to notify your organizations about Monsido and what it can help with.
Create Domains: See the User Guide Article: Configure Domains.
Policies: See the Monsido user guide articles for full instructions about policies:
Install the Monsido script: See the Monsido user guide article: Add the Monsido Script.
Set up a training session for your stakeholders: See the Monsido user guide article: Monsido Training and Support.
Create Groups
Create domain groups manually or provide an export for Monsido to upload.
To do a bulk transfer of groups:
Export your groups. The export should look something like this:
Prepare the file and send it to Monsido in an Excel, Google Sheets, or .csv file. The following fields are the ones that need to be in the .csv upload to Monsido:
Group Name --> Group Name
Match Type --> URL
Match Type --> That “contains, exactly...”
Match Conditions --> Match Rule
True/False --> Included/Excluded
For more information, see the following User Guide articles:
Create Users
This section gives instructions on how to add new users and assign them to domain groups.
Export the user list from your current system.
Do a bulk import of the users to Monsido.
Convert the user list to a .CSV file format. You may need to contact the service provider directly for help if you cannot export your user list.
The .CSV must include the following fields (password is optional):
Email
First Name
Last Name
Password (optional)
Administrator status (Yes or No only).
For more information, see also the User Guide articles:
Create Dictionary
Export your dictionary and send it to Monsido in an Excel, Google Sheets, or .csv file with the following three column headers:
Word: The word to add to the dictionary.
Decision: Specify if the word is Approved for Siteor Dictionary.
Language: The language that the words should be added to (for example, American English, Spanish (Spain), etc.).
Note: if the sheet contains multiple languages to import, please create a new sheet for each language.
Example of a Dictionary input file and another file for a new language.
Word | Decision | Language |
ExampleWord1 | Dictionary | American English |
ExampleWord2 | Dictionary | American English |
Example 2
Word | Decision | Language |
ProperName | Dictionary | All Languages |
ProductName | Dictionary | All Languages |
Create Misspellings List
Similar to the Dictionary export, do an export for the misspelled words list and send it to Monsido in an Excel, Google Sheets, or .csv file with the following three column headers:
Word: The word to add to the Confirmed Spelling Errors list.
Decision: Specify that the word is a Misspelling.
Language: The language that the words should be added to (for example, American English, Spanish (Spain), etc.).
Note, if the sheet contains multiple languages to import, create a new sheet for each language.
Example of a Confirmed Spelling Errors input file:
Word | Decision | Language |
Misspelling1 | Confirmed spelling error | American English |
Misspelling2 | Confirmed spelling error | American English |
Provide an exported CSV file for these exports to your launch manager.
For more information about these topics, see the user guide article:
Additional Resources
For definitions and explanations of acronyms and abbreviations used in the Monsido User Guide, see:
For further assistance, contact the Monsido support team at support@monsido.com or use the Monsido chat and help features inside the application.