01
Inventory the current system
List the roster, recruitment tracker, calendar, program records, positions and open balances your chapter relies on today. Name an owner for each source.
Home / Switch to Greek Central
Switch to Greek Central
Bring the next chapter week with you.
Start with your current roster and upcoming work. You do not need to replace every collection process at once.
02
Create the chapter foundation
Set chapter identity, timezone and terminology. Review the default positions and permissions before inviting the broader roster.
03
Bring over active work first
Start with current members, the active recruitment cycle, upcoming activities and current dues. Historical cleanup can follow after the daily workflow is stable.
- Prepare a clean roster
- Map recruitment stages
- List upcoming activities
- Reconcile open balances
04
Invite leaders, then members
Assign the responsible officers, confirm their access and let them review the new workspace before inviting the full chapter.
05
Choose self-serve or assistance
Approved chapters can complete setup independently. An optional kickoff can help sequence migration decisions, but it is never required to subscribe or launch.
06
Keep your collection process while you transition
Track outside payments and review member claims while your chapter continues its existing dues collection. Online payments require separate connected-account readiness; importing a record does not transfer money.
07
Reviewed imports, not invisible sync
Prepare a clean roster file, check mapped fields and preview proposed records before saving. Greek Central does not currently provide automatic data sync with GroupMe, OmegaFi, a university system or a headquarters database.
