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Moving to Mydoma NEXT
Moving To Mydoma NEXT Guide
Moving To Mydoma NEXT Guide

Your guide to helping you transfer from Mydoma 2.0 to Mydoma NEXT as easily as possible.

Sarah Daniele avatar
Written by Sarah Daniele
Updated over a week ago

We want to make transitioning to Mydoma NEXT as easy as possible. This page contains everything you need to prepare for the transfer, during and after! This guide also includes FAQ questions, support contacts and more! If you have any questions, please message in app using the chat box to speak directly with a member of our team at any point in the process.

Quick Links

Before Your Scheduled Transfer Date

Get ahead of the curve by understanding the fundamental (& Awesome) workflow change with Mydoma NEXT

  • Learn about new features in our Demo Video

  • Watch the recorded training - Here is the link to the recording

  • Check out all the new features! We keep this one updated

  • Give NEXT a test drive in a test account. Email for access.

  • Learn how to prepare clients and users for the workflow changes in NEXT using this handy Client Onboarding guide.

During The Scheduled Transfer Day/ Time

Our development team will do all the heavy lifting. Your job is to please make sure you, your team, and your clients do not log in until you have received your transfer complete confirmation email ensure data integrity.

After The Transfer to Mydoma NEXT is complete

Congratulations you're on the newest version of Mydoma Studio!

All of your data was transferred over, however everyone uses Mydoma Studio a bit differently. Change can always be a bit disruptive. Rather than making organizational decisions for you, we have created a checklist ( with videos) of a few housekeeping things to do to set up your account after the transfer is complete. At any point, feel free to message our team in app if you have questions or need assistance.

**Note** We recommend Google Chrome, Microsoft Edge, or Firefox when accessing your Studio.

Moving To Mydoma NEXT Housekeeping Checklist

Please watch the up to 1 min video for each of these 7 sections. They will help you organize your account the way that's best for your business.

**Note** We recommend Google Chrome, Microsoft Edge, or Firefox when accessing your Studio.

  1. Confirm Quickbooks and Stripe are connected (very important!! )
    During your studio’s move to Mydoma Next, it’s possible that your Stripe and/or QuickBooks connections may have been disconnected.

  • To check your Stripe connection: Click your logo mark in the top left and select Studio Settings, then click Payments.

  • If you see "Disconnect from Stripe button" you're still connect and no action i s needed

  • If you see a "A Connect to Stripe button" you need to reconnect your Stripe account. Click the button and follow the instructions.

  • To check your Quickbooks Connection:

  • Click your logo mark in the top left and select Studio Settings, then click the "Accounting tab"

  • If you see the "The Disconnect from QuickBooks" button you're still connected and no action is needed.

  • If you see "A Connect to QuickBooks" you will need to reconnect your Quickbooks account. Click the button and follow the instructions

  • You’ll also want to make sure your product categories are mapped to the correct QuickBooks accounts. You can do this quickly by clicking on the drop-down and selecting the appropriate account in QuickBooks.

2. Uninstall Old Product Clipper and Install NEW One

Mydoma Next has its own, dedicated Product Clipper, so you’ll want to make sure you have the correct one installed. First you should uninstall or remove any old product clippers ( Bookmarklet or Browser Extensions).

3. Adjust Visibility Controls on Views ( previously called spaces)

  • In Mydoma Next, Views are the new Spaces. We’ve given you more controls than ever before over who sees what information.

  • We have been very conservative about what your clients and view-only team members can see by default

  • Clients have not been added to space views, grouped products have been collapsed and individual sub-item pricing visibility has been turned off and Product Code/Vendor info/Manufacturer info visibilities in views have all been turned off.

  • Step 1: You’ll need to check view visibility settings to make sure that you have everything turned on/off the way you’d like it.

  • Step 2: Add your clients to the views you want them to see.

  • For new views, we recommend you turn off anything you don’t want seen in that view BEFORE you create the view or add viewers.

4. Archive Package Projects and Ensure Packages have categories as Needed

In Mydoma Next, purchased packages convert directly to projects. This means all of your purchased packages will be projects.

If you'd like, you can clean up your unwanted projects by archiving them.

  • On your project dashboard you will see "3 little dots: in the top right of a project card. click on the three dots, and then click Archive

In Mydoma NEXT, categories are required for your packages. This means that if your package does not have a category it will show an error.

  • Step 1: Go into your packages

  • Step 2: Look to see if any packages do not have a category listed. In this example the top row all shows a category listed on the bottom left, above the price. The bottom row does not have a category listed.

  • Step 3: Go into any packages with no categories and add a category

5. Update/Remove Tags From Old Project Spaces and Archive Unneeded Tags

In Mydoma Next, you’re now able to add tags to products and services in your project Products & Services list (previously called Proposal)

Tags are simply labels that you apply to the products and services to give you a bit more information

  • We’ve added a tag to your existing project products and services that match the space they were originally in. For example. If you had products in the "living room" space we have added a tag called "living room" for you.

  • Moving forward, you may find it easier to have one specific set of space tags. We recommend that you edit existing tags or create new space tags and give them a unique color.

  • If you'd like, you can archive any tags that you don't need.

6. Adjust moodboards if needed

In Mydoma Next, we’ve upgraded the moodboard feature, because of this, you may need to make some adjustments to your existing moodboards.

  • The first time you click into an existing moodboard, you’ll need to click into it, then click the "back button" and then click into the moodboard again.

  • This only has to be done on moodboards that have been moved from Mydoma version 2 and helps the images to properly load into the moodboard.

  • Your images will be in the correct spot, but you may need to adjust the size accordingly

7. Archive/ edit messages as needed

In Mydoma Next, we’ve upgraded to a new, cleaner message center. No more automatic creation of project conversations - instead, you get to choose exactly who sees which conversation. All of your messages are sorted alphabetically based on the project or space name associated with them. You have the ability to edit the name, add or remove people from the conversation, or archive the conversation completely.

Mydoma NEXT FAQ ( Frequently Asked Questions)

  1. Where do I log into Mydoma NEXT?

    You will continue to log in at the same URL you were using before
    For example:

    You will login with your email and password you originally set.

  2. Do my team members, outside partners or clients need to do anything differently logging in after the transfer?

    Nope! they will continue to login at the same place. No action is need on their part!

  3. What will happen to all my projects, files, etc?
    All of your projects, files, clients, products and messages will be automatically transferred to the new version of Mydoma.

  4. Is my pricing staying the same?

    Yes your pricing for Mydoma Studio will remain the same

Support for Mydoma NEXT

We know even the best changes can be disruptive. That's why you have our team and help resources at your fingertips as you transition to Mydoma NEXT. If you are experiencing any issues our team is here to support you. Here's how to get in touch.

1) Our designer success team has built many tutorials and help guides for you to follow along at your own pace. Try searching for an answer to your question. You can see all the help articles here. Alternatively click the question mark box in the top right hand side of your account when logged in.

2) Watch the recorded training. This will be best use of your time! This will be covering fundamental workflow changes and we are happy to answer your questions through chat

3) Contact us! Message us in app from your account and one of our designer success team members will be happy to assist.

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