Only Profile 1 person or organization migrating from FIMS will have a Legacy Code with a number in it.
Spouse and Household profiles - no legacy ID code from FIMS.
They will have a code of spouse or main_house and will be new profiles with the migration in CommunitySuite.
Anonymous Flag
Anonymous Check Box on Donor Tab
Website
Web Site (web-site)
TaxID (State)
N/A
No FIMS equivalent.
FedID (SSN/EIN)
Soc. Sec. No (ssno), Donor - Biographical
Service Areas
County Code (County), Profile 1
Loose connection between Zip Code/County Code and Service Area.
Philanthropic Interest
N/A
Profile Types
Affiliation Codes (Aff Pro)
All affiliation codes and sub affiliation codes migrate, but they will be sorted A-Z in CommunitySuite without any sub-hierarchy like it has in FIMS.
They can be migrated to Profile 1, Profile 2, or Household record or copied to all three or two profiles.
Profile Fund Categories
Fund Associations tab. (Rep Type)
Will migrate the Rep-Type Description.
Migrates to Profile 1 record in CommunitySuite; however, it can be adjusted to also migrate to Profile 2 or Household record.
Address Types
Address Types (Address-Type)
Org Roles
N/A
No FIMS equivalent.
Notes to the Profile
Contacts tab, Notes tab, Comments radio button on the grantee/vendor/donor tabs
Notepad A-Z tabs, gift language, special handling, and contacts are all brought over as a note.
These land on the native profile or can choose between individual/household.
These will migrate standard on Profile 1 record but can be moved to Household record for profiles with a Profile 1 and Profile 2 setup in FIMS.
Note Types
Contact Types (CntcType)
See Opportunities, List Type - Task/Note Types
Individual
CommunitySuite Field
FIMS Field
Notes
Prefix
Prefix, Profile 1
First Name
First (FName), Profile 1, or (NickName)
First name will come over standard.
If user is using nicknames, then migration can load nickname into the first name field. Profile first name will load to Legal First Name instead. If nickname is used for other purposes (like a comment), then it can be ignored, and first name will always come to this field.
Middle Name
MInit (M.I.), Profile 1
Last Name
LName (Last), Profile 1
Suffix
Suffix, Profile 1
Legal First Name
N/A
If nickname and first name are populated in FIMS and nickname is not being ignored, then this will be the first name from FIMS.
Gender
Gender, Profile 1 or Profile 2 (does not migrate)
Gender can be set up post go live with a bulk update.
Work Organization
Organization
Work Title
Title Code (Bus-title), Profile 1
Legal Name
N/A
Legal name can be bulk updated to display the name different than that in the First/Last name field.
Salutation
Default Salutation (Ctc-Salutation)
Any of the applicable salutations can be chosen.
Mailing Label
Mailing Label (default) or Joint or Alternate Name
Birthday
Birth Date, Donor Tab under Biographical Info
Deceased Flag
If "Deceased" or "inactive" is filled in, Donor Tab under Biographical Info
If the profile is marked inactive in FIMS, it will migrate as deceased into CommunitySuite, but no decease date will be documented.
Deceased Date
Deceased, Donor Tab under Biographical Info
Partner/Spouse
If a profile 2 person exists in FIMS, they will now be their own individual profile in CommunitySuite with a legacy code of Spouse.
CommunitySuite Field
FIMS Field
Notes
Prefix
Partner Prefix, Profile 2
First Name
Partner First, Profile 2
Middle Name
Partner M.I., Profile 2
Last Name
Partner Last, Profile 2
Suffix
Partner Suffix, Profile 2
Gender
Gender, Profile 2 (does not migrate)
Even if tracked in FIMS, gender does not migrate.
It can be bulk edited post go live.
Salutation
Nothing migrates
Saluation is blank in CommunitySuite with the initial migration, but these can be set per formality preference.
Mailing Label
Nothing migrates
Mailing label is blank in CommunitySuite with the initial migration, but these can be set per formality preference.
Birthday
Birth Date field, Donor tab - biographical area, Partner
Household profile is created because there is a profile 1 person and a profile 2 person in FIMS.
It is a new profile created with the migration.
The profile 1 person and profile 2 person are their own individual profiles and will be linked to this household profile.
The household profile combines the last name, profile 1 prefix plus first name plus middle initial then "and" plus profile 2 prefix first name and middle initial.
Legal Name
N/A
Legal name can be bulk updated to display name different than that in the Household name field.
Salutation
Nothing migrates
Saluation is blank in CommunitySuite with the initial migration, but these can be set per formality preference.
Mailing Label
Nothing migrates
Mailing label is blank in CommunitySuite with the initial migration, but these can be set per formality preference.
Birthday
N/A
Anniversary
Deceased Flag
N/A
Deceased Date
N/A
Divorce
Organizations
CommunitySuite Field
FIMS Field
Notes
Organization Name
Organization (Org Name)
Contact
Cleanup in FIMS any duplicate org profiles that are actually primary contacts for organization, so they come over as individual profiles. After migration, link in CommunitySuite.
Prefix
Prefix, Profile 1
First Name
First (FName), Profile 1
Middle Name
MInit (M.I.), Profile 1
Last Name
LName (Last), Profile 1
Suffix
Suffix, Profile 1
Contact Title
Title, Profile 1
Legal Name
N/A
Legal name can be bulk updated to display name different than that in the Organization name field.
Salutation
Ctc-Salutation (Default Salutation)
Salutation does not appear with standard migration.
It is possible to adjust to pull it in on organizational profiles.
Mailing Label
Mailing Label (default)
Mailing label does not appear with standard migration.
It is possible to adjust to pull in on organizational profiles.
Birthday
N/A
Deceased Flag
Bio Tab Deceased Date
Org profile migrates as deceased if deceased date is populated. However, it is not common to have deceased dates populated on Org profiles.
Deceased Date
Inactive flag
Org profile migrates as deceased if deceased date is populated. However, it is not common to have deceased dates populated on Org profiles.
Tax Class
Tax class does not migrate; however, it can be set up post go live.
FedID (EIN number)
TaxID on Grantee tab
FedID (EIN Number) does not migrate; however, it can be set up post go live.
Addresses
If the address is a household, then take Profile 1 address. If you split to make the household triangle, then take Profile 1 and Profile 2. Profile 1 address becomes primary. Addresses on alternate addresses tab will migrate with address type if applied.
CommunitySuite Field
FIMS Field
Notes
Address Type
Address Type
Address
Address Line 1, Profile 1 tab
Address 2
Address Line 2, Profile 1 tab
City
City
State
State
Zip Code
Zip
Country
Country
Primary Flag
Address on profile 1 is marked primary; same address on spouse record will be marked primary.
Migration will adjust to apply primary address flag to household.
No alternate addresses will be marked primary.
Pay Flag
N/A
Mailing Flag
N/A
Inactive Flag
N/A
Emails
CommunitySuite Field
FIMS Field
Notes
Email Type
N/A
Set drop-down menu.
Email
E-mail
Email will include emails from the alternate addresses tab.
Primary Flag
N/A, see note
E-mail on profile 1 is marked primary.
Any emails included on alternate address tab will migrate, but they will not be marked primary.
Inactive Flag
N/A
Phones
CommunitySuite Field
FIMS Field
Notes
Type
N/A
Set drop-down menu.
Domestic Number
N/A
International Number
N/A
Other Detail
WorkExt
Home Phone
HomePhone (Home Phone)
Work Phone
WorkPhone (Work Phone)
Mobile
Cell-Phone (Cellular)
Profile 1 - Toggles between Cell and Fax.
Fax
Fax
Profile 1 - Toggles between Cell and Fax.
Primary Flag
N/A
If only one phone number is migrated, it is marked primary.
If more than one phone number is migrated, then none of the phone numbers are marked primary.
Inactive Flag
N/A
Do Not Email
N/A
Do Not Call
N/A
Do Not Mail
AllowMail checkbox is unchecked.
If AllowMail checkbox is unchecked in FIMS, then the entire profile, including all addresses, will be flagged in CommunitySuite as Do Not Mail.
Profile Fund Categories
Fund Rep Type Coding in Fund Associations tab
The Rep Type description will be seen in CommunitySuite, not the Fund Rep Type code.
Profile Links
Relationship Tab
If relationship inverse is not set in FIMS, only one side of relationship will be labeled in CommunitySuite.
Inactive Profiles
Inactive flag
These come over as deceased.
A script can be run after the final data load that will look to see if there is a date in the deceased date field.
If the deceased date is blank, then the profile will be marked as inactive.
History (Donations, Invoices, Vouchers, Grants, Scholarships)
These come over as relevant.
All profiles with donation history will be marked as a donor.
Profile Designations
CommunitySuite Field
FIMS Field
Notes
Customer Profile
Donor Profile
No additional fields from native profile
Fund Advisor Profile
This is set up post go live; however, training about how to set this up will take place.
Login Field
N/A
Donation Notify Flag
N/A
Grant Notify Flag
N/A
Statement Type Drop Down Menu
N/A
Funds
N/A
Grantee Profile
FedID (SSN/EIN)
TaxID or Charity No on Grantee tab
FedID (SSN/EIN) Field not included with migration, post go live bulk update only.
No Charity Status Check Flag
Last Charity Status Check
N/A - Calc
Last Financial Date
Public Request Flag
N/A
This flag can be created and set post go live.
Default Grant Type
Program Area (Grantee tab)
This does not currently migrate over to top level of profiles, but it does migrate to grantee level of profile.
There are two separate tables currently in FIMS, one for grants and one for profiles. You can choose to run a manual query and migrate one or the other.
This will migrate default grant type (Program Area) on grantee level of a profile if a grantee becomes default grant type.
Only shows on grantee level of the profile. It does not show on top level of organization profile.
Student Profile
School
Student Number
Vendor Profile
Account Number
Website
Terms
Default Account
Need 1099 Flag
1099 checkbox selected on Vendor tab
This populates on profile level of record.
It can be viewed in Custom Profiles report with Needs 1099 field added.
Funds
Fund
CommunitySuite Field
FIMS Field
Notes
Fund ID
N/A - CommunitySuite unique #
Name
Fund Name (fund-name), Tab 1
Public Name
N/A
Sort Key
Sort Name
Created
Date (established), Fund 1
Short Name
Fund ID (fund-id), Tab 1 (Legacy Code for funds)
Group
Sub-Type, Tab 1
Type can be brought over and can replace subtype, class, division or fundtype.
Sub-Group
Fund Class, Tab 1
Type can be brought over and can replace subtype, class, division or fundtype.
Division
Division (divcode), Tab 1
Type can be brought over and can replace subtype, class, division or fundtype.
Segment
Fundtype, Tab 1
Type can be brought over and can replace subtype, class, division or fundtype.
Sub of Fund
Master Fund ID
Fund 2, Fund Stmt Radio Button.
Anonymous Flag
N/A
User will set during training.
Donor Advised Flag
N/A
User will set during training.
Agency Fund Flag
N/A
User will set during training.
Affiliate Fund Flag
N/A
User will set during training.
Restrictions
CommunitySuite Field
FIMS Field
Notes
Default Restriction Drop Down
N/A
User will set during training.
Endowed Flag
N/A
User will set during training.
With Donor Restrictions Flag
N/A
User will set during training.
Principal Restriction Drop Down
N/A
User will set during training.
Principal Balance Value
N/A
User will set during training.
Track Spendable Flag
N/A
User will set during training.
Spendable Restriction Drop Down
N/A
User will set during training.
Spendable Balance Value
N/A
User will set during training.
Distribution Type
Policy(polcode), Tab 1
Distribution Internal
N/A
User will set during training.
Last Quarter End Balance
N/A
CommunitySuite calculation.
Click on value to see prior quarters
Options
CommunitySuite Field
FIMS Field
Notes
Budget Flag
N/A
User will set during training.
Statements Flag
N/A
User will set during training.
Hide Amounts
N/A
User will set during training.
No Memorials
N/A
User will set during training.
Promote
N/A
User will set during training.
Private
N/A
User will set during training.
Default Grant Type
N/A
User will set during training.
Service Area
County Code( CountyCode), Fund 1
If applicable, this can be switched to Region Code.
Fund Statement Format
N/A
User will set during training.
YTD Interval
N/A
User will set during training.
Admin Fee Settings
CommunitySuite Field
FIMS Field
Notes
Admin Fee Types
feecode (Admin Fee), Tab 1, and Tab 2 Radio button
Primary on Fund 1 tab.
Additional are listed on Fund 2 tab.
Admin Fee Accounts
N/A
User will set during training.
Admin Fee Group
N/A
User will set during training.
Admin Fee Paid By
N/A
User will set during training.
Admin Fee Reduces Spendable Flag
N/A
User will set during training.
Cash Management
CommunitySuite Field
FIMS Field
Notes
Revshare Options
N/A
User will set during training.
Manage Cash
N/A
User will set during training.
Investment Account
N/A
User will set during training.
Checking Account
N/A
User will set during training.
Min Checking Balance
N/A
User will set during training.
Min Fund Balance
NA
User will set during training.
Fund Summary
Yearbook (fnd-yrbook)
This displays on the Giving Hub in CommunitySuite.
Notes
An individual note is created for each instance of the following:
Notepad.
Operational Notes (fnd-opnotes).
Gift Language (fnd-giftlang).
Spec Handling (Spec-handling).
Beneficiaries
Distributions tab
Closed Funds
Date Inactive
Grants/Scholarships
Grants
CommunitySuite Field
FIMS Field
Notes
Grant ID
NA - CommunitySuite unique #
Granting Fund
Fund ID
Fund Name mapped and displayed beside Fund ID in FIMS.
Grant Date
Grant Date
Service Area
County Code
This can be configured for Region Code instead of County Code.
Grant Advisor
Officer
Legacy Code
Grant Num
Anonymous
Does Not Migrate
User will have to manually mark individual grants as anonymous post go live.
Grantee Contact
Does Not Migrate
User will have to manually update or set post go live.
Description
Program Name
Grant Type
Program Area
Scholarships
CommunitySuite Field
FIMS Field
Notes
Award Date
Grant Date
Scholarship
Schol Fund
Scholarship fund name mapped and displayed beside Schol Fund code in FIMS.
School/Grantee
Grantee
School/Grantee is listed under Recipient Payment section in CommunitySuite.
Amount
Grant Amount
Legacy Code
Grant Number
Student
Student
Student is listed on the Application Record in FIMS.
Donations/Vouchers
Donations
CommunitySuite Field
FIMS Field
Notes
Donor
Acknowledgment tab on gift: Name, Address 1-2, City,State,Zip
Donor field in CommunitySuite includes the preceding FIMS fields under one section.
Tribute
Acknowledgment tab on gift: Under Memorial/Honorarium section - Name
Tribute is listed with "in memory of" or "in honor of" preceding name.
Amount
Amount
Listed on Gift page.
Fund
Fund ID
Fund Name is mapped and displayed beside Fund ID in FIMS.
Donation Date
Gift Date
Listed on Gift page.
Check Number
Check#
Listed on Gift page.
Service Area
County
Listed on Gift page.
Legacy Code
Gift Number
Custom Message
Purpose (Perm/Endowed)
Purpose is mapped into CommunitySuite as a custom message.
Vouchers
CommunitySuite Field
FIMS Field
Notes
Legacy Code
Voucher Number
Campaigns/Opportunities
Campaigns
CommunitySuite Field
FIMS Field
Notes
Campaign Group
Gets labeled "FIMS Import" to group all imported data. Does not migrate from a related FIMS Field.
Campaign Description
Purpose or Source Code and Description from the Additional Detail area on a Gift record.
Each purpose or source code is listed as its own campaign within the group.
Donations that have both a source and purpose codes will only pull in the source code in campaigns.
Both purpose and source codes are listed in the donation record in CommunitySuite in the Custom Message field.
Campaign Date
N/A
This will be the date that the data was imported into CommunitySuite.
Invitees
Profile of the gift that was coded with a purpose or source code.
Opportunities
CommunitySuite Field
FIMS Field
Notes
Opportunity Type
Purpose Code on Promise record
If no purpose code is defined, opportunity type will be "Unknown."
Default CommunitySuite Opportunity Types (ID numbers 1000-1005) will also show in the Opportunities area.
No profiles or records will be assigned to these.
Stage
N/A
All migrate into stage "New."
Further setup of stages is done post go live.
Created Date
Promised Date
Target Date
Promised Date
Solicited Amount
Amount field on Promise record.
Committed Amount
Maturity Value
Balance
N/A
This calculates from Solicited amount and any gifts linked to Opportunity record in CommunitySuite.
It can be done post go live.
Fund
Fund ID on Coding area of Promise record.
Opportunity Note
Promises Comments
Note will also appear on the top level of the CommunitySuite profile.