Accounts
Accounts
| CommunitySuite Field |
Pearl Field |
Notes |
| Account Number |
account |
|
| Account Type |
"between 0 and 1999 - A
between 2000 and 2999 - L
between 3000 and 3999 - OE
between 4000 and 4999 - R
5000 and above - E" |
|
| Name |
accountname or "unknown" if blank |
|
General Ledger
General Ledger
| CommunitySuite Field |
Pearl Field |
Notes |
| General Ledger |
tmp transactions table in Pearl |
|
| Post Date |
post_date |
|
| Fund |
fund_code |
|
| Account |
account_num |
|
| Amount |
amount |
|
| Description |
description |
|
Funds
Fund
| CommunitySuite Field |
Pearl Field |
Notes |
| Fund ID |
Not a field with migrated data. |
CommunitySuite generated unique ID number. |
| Name |
fundname |
|
| Public Name |
f.flfundname |
|
| Sort Key |
May have field in Pearl - but not included in standard migration script. |
|
| Created |
established |
|
| Short Name |
Fund |
|
| Group |
fundtypename or "N/A" if blank |
|
| Sub-Group |
fundinstname |
|
| Division |
May have field in Pearl - but not included in standard migration script. |
|
| Segment |
May have field in Pearl - but not included in standard migration script. |
|
| Subof Fund |
if f.fundgroup != f.fund, then fundgroup, else null |
|
| Anonymous Flag |
If anon = yes |
|
| Donor Advised Flag |
If fundclass = donoradvised |
|
| Agency Fund Flag |
If fundclass = agency |
|
| Affiliate Fund Flag |
May have field in Pearl - but not included in standard migration script. |
|
| Fund Summary |
May have field in Pearl - but not included in standard migration script. |
|
| Internal Description |
purpose |
|
| Notes |
fund.fundnote and fund.updated = note date, f.handling field |
|
| Beneficiaries |
May have field in Pearl - but not included in standard migration script. |
|
| Closed Funds |
f.finished |
|
Restrictions
| CommunitySuite Field |
Pearl Field |
Notes |
| Default Restriction Drop Down |
Not included in migration. To be configured within CommunitySuite only. |
|
| Endowed Flag |
If fundclass = endowment |
|
| With Donor Restrictions Flag |
May have field in Pearl - but not included in standard migration script. |
|
| Principal Restriction Drop Down |
Not included in migration. To be configured within CommunitySuite only. |
|
| Principal Balance Value |
Not included in migration. Based on General Ledger data. |
|
| Track Spendable Flag |
If fundclass = endowment |
|
| Spendable Restriction Drop Down |
Not included in migration. To be configured within CommunitySuite only. |
|
| Spendable Balance Value |
Not included in migration. Based on General Ledger data. |
|
| Distribution Type |
spendpercent |
|
| Distribution Internal |
Not included in migration. To be configured within CommunitySuite only. |
|
| Last Quarter End Balance |
Not included in migration. Based on General Ledger data. |
|
Options
| CommunitySuite Field |
Pearl Field |
Notes |
| Budget Flag |
Not included in migration. To be configured within CommunitySuite only. |
|
| Statements Flag |
Not included in migration. To be configured within CommunitySuite only. |
|
| Hide Amounts |
Not included in migration. To be configured within CommunitySuite only. |
|
| No Memorials |
Not included in migration. To be configured within CommunitySuite only. |
|
| Promote |
Not included in migration. To be configured within CommunitySuite only. |
|
| Private |
Not included in migration. To be configured within CommunitySuite only. |
|
| Default Grant Type |
May have field in Pearl - but not included in standard migration script. |
|
| Service Area |
fund country |
|
| Fund Statement Format |
Not included in migration. To be configured within CommunitySuite only. |
|
| YTD Interval |
Not included in migration. To be configured within CommunitySuite only. |
|
Admin Fee Settings
| CommunitySuite Field |
Pearl Field |
Notes |
| Admin Fee Types |
pearl.fund.feepercent |
|
| Admin Fee Accounts |
Not included in migration. To be configured within CommunitySuite only. |
|
| Admin Fee Group |
Not included in migration. To be configured within CommunitySuite only. |
|
| Admin Fee Paid By |
Not included in migration. To be configured within CommunitySuite only. |
|
| Admin Fee Reduces Spendable Flag |
Not included in migration. To be configured within CommunitySuite only. |
|
Cash Management
| CommunitySuite Field |
Pearl Field |
Notes |
| Revshare Options |
Not included in migration. To be configured within CommunitySuite only. |
|
| Manage Cash |
Not included in migration. To be configured within CommunitySuite only. |
|
| Investment Account |
Not included in migration. To be configured within CommunitySuite only. |
|
| Checking Account |
Not included in migration. To be configured within CommunitySuite only. |
|
| Min Checking Balance |
Not included in migration. To be configured within CommunitySuite only. |
|
| Min Fund Balance |
Not included in migration. To be configured within CommunitySuite only. |
|
Profiles
General Mapping
If a profile name has a caret (^), it will import into CommunitySuite as an individual. This can come from the Pearl contact information or the SER tables. If there is no caret, the profile will import into CommunitySuite as an organization.
| CommunitySuite Field |
Pearl Field |
Notes |
| ID # |
Not a field with migrated data. |
CommunitySuite generated unique ID number. |
| Legacy Code |
If profile has a Clist ID CommunitySuite will use that as the Legacy Code
If profile does not have Clist ID, CommunitySuite will use the SER code as the legacy code |
|
| Anonymous Flag |
May have field in Pearl - but not included in standard migration script. |
|
| Website |
WWW: field on Contacts Details tab |
|
| TaxID (State) |
May have field in Pearl - but not included in standard migration script. |
|
| FedID (SSN/EIN) |
taxid |
|
| Service Areas |
Area |
|
| Philanthropic Interest |
May have field in Pearl - but not included in standard migration script. |
|
| Profile Types |
categories and institution type |
|
| Profile Fund Categories |
fund roles |
|
| Address Types |
May have field in Pearl - but not included in standard migration script. |
|
| Org Roles |
table = contacts, field = contitle; If the field is blank the org role will be migrated into a generic type of "contact" |
|
| Notes to the Profile |
Yes, donor_chronicle and clist_chronicle |
Profile notes can migrate from the below fields, depending on client use. Location: TABLE NAME-(FIELD)
Donor Chronicle-(Event Note)
Clist-(Constnote)
Contacts-(Note)
Clist Chronicle-(Event Note) |
| Note Types |
May have field in Pearl - but not included in standard migration script. |
|
| Do Not Email |
May have field in Pearl - but not included in standard migration script. |
Can adjust to align with code in Do Not Mail, if tracked in Pearl. |
| Do Not Call |
May have field in Pearl - but not included in standard migration script. |
Can adjust to align with code in Do Not Mail, if tracked in Pearl. |
| Do Not Mail |
If Pearl contact table field = "finished" is not null or when contact table field "do not mail" contains deceased |
Can adjust to align with code in Do Not Mail, if tracked in Pearl. |
| Profile Links |
No relationships come in from Pearl |
|
| Inactive Profiles (come over as deceased) |
May have field in Pearl - but not included in standard migration script. |
|
Individual
The import will pull the profile name from the Pearl contacts table first, and if it is not there, it will import the contact from the SER table.
| CommunitySuite Field |
Pearl Field |
Notes |
| Prefix |
|
|
| First Name |
|
|
| Middle Name |
|
|
| Last Name |
|
|
| Suffix |
|
|
| Legal First Name |
May have field in Pearl - but not included in standard migration script. |
|
| Gender |
May have field in Pearl - but not included in standard migration script. |
|
| Work Organization |
|
|
| Work Title |
contact title |
|
| Legal Name |
May have field in Pearl - but not included in standard migration script. |
|
| Salutation |
clist - sal |
|
| Mailing Label |
envformal |
|
| Birthday |
SER table - birth |
|
| Deceased Flag |
true when contact table field do not mail contains "deceased" |
|
| Deceased Date |
May have field in Pearl - but not included in standard migration script. |
|
| Partner/Spouse (becomes Individual profile) |
May have field in Pearl - but not included in standard migration script. - household and trifecta setup does not get created with Pearl migration to CommunitySuite. |
|
| Households |
May have field in Pearl - but not included in standard migration script. - household and trifecta setup does not get created with Pearl migration to CommunitySuite. |
|
Organizations
The import will pull the profile name from the Pearl contacts table first, and if it is not there, it will import the contact from the SER table.
| CommunitySuite Field |
Pearl Field |
Notes |
| Organization Name |
|
|
| Contact |
|
|
| Prefix |
|
|
| First Name |
|
|
| Middle Name |
|
|
| Last Name |
|
|
| Suffix |
|
|
| Contact Title |
|
|
| Legal Name |
May have field in Pearl - but not included in standard migration script. |
|
| Salutation |
clist - sal |
|
| Mailing Label |
envformal |
|
| Birthday |
Birth |
|
| Deceased Flag |
true when contact table field do not mail contains "deceased" |
|
| Deceased Date |
May have field in Pearl - but not included in standard migration script. |
|
| Tax Class |
May have field in Pearl - but not included in standard migration script. |
|
| FedID (EIN number) |
Not a field with migrated data. |
|
Addresses
| CommunitySuite Field |
Pearl Field |
Notes |
| Address Type |
May have field in Pearl - but not included in standard migration script. |
|
| Address |
clist - addr 1 |
|
| Address 2 |
clist - addr 2 |
|
| City |
clist - city |
|
| State |
clist - state |
|
| Zip Code |
clist - zip |
|
| Country |
US addresses only |
|
| Primary Flag |
May have field in Pearl - but not included in standard migration script. |
|
| Pay Flag |
May have field in Pearl - but not included in standard migration script. |
|
| Mailing Flag |
May have field in Pearl - but not included in standard migration script. |
|
| Inactive Flag |
May have field in Pearl - but not included in standard migration script. |
|
Emails
| CommunitySuite Field |
Pearl Field |
Notes |
| Email Type |
May have field in Pearl - but not included in standard migration script. |
|
| Email |
contacts - conemail |
|
| Primary Flag |
May have field in Pearl - but not included in standard migration script. |
|
| Inactive Flag |
May have field in Pearl - but not included in standard migration script. |
|
Phones
| CommunitySuite Field |
Pearl Field |
Notes |
| Type |
contacts - contel (home), mcontel (mobile), work (organization contel), confax and s.fax) main (clist - tel, clist-atel) |
|
| Domestic Number |
contacts - num or clist - tel |
|
| International Number |
contacts - num or clist - tel |
|
| Other Detail |
May have field in Pearl - but not included in standard migration script. |
|
| Home Phone |
contacts - num or Clist - tel aligned by phone type via script |
|
| Work Phone |
contacts - num or Clist - tel aligned by phone type via script |
|
| Mobile |
contacts - num or Clist - tel aligned by phone type via script |
|
| Fax |
contacts - num or Clist - tel aligned by phone type via script |
|
| Primary Flag |
May have field in Pearl - but not included in standard migration script. |
|
| Inactive Flag |
May have field in Pearl - but not included in standard migration script. |
|
Profile Designations
There are no additional fields for customer or donor profiles aside from what is included in the native profile.
Grantee Profile
| CommunitySuite Field |
Pearl Field |
Notes |
| FedID (SSN/EIN) |
Not a field with migrated data. |
|
| No Charity Status Check Flag |
May have field in Pearl - but not included in standard migration script. |
|
| Last Charity Status Check |
May have field in Pearl - but not included in standard migration script. |
|
| Last Financial Date |
May have field in Pearl - but not included in standard migration script. |
|
| Public Request Flag |
May have field in Pearl - but not included in standard migration script. |
|
| Default Grant Type |
May have field in Pearl - but not included in standard migration script. |
|
Student Profile
Not included in any migration.
Vendor Profile
| CommunitySuite Field |
Pearl Field |
Notes |
| Account Number |
Not included in migration. |
|
| Terms |
Not included in migration. |
|
| Default Account |
Not included in migration. |
|
| Need 1099 Flag |
May have field in Pearl - but not included in standard migration script. |
|
Grants
Grant
| CommunitySuite Field |
Pearl Field |
Notes |
| ID |
Not a field with migrated data. |
CommunitySuite generated unique ID number. |
| Legacy Code |
Pearl Application ID plus a "-" dash and then the fund code |
|
| Historical |
Not a field with migrated data. |
Generated as Yes with migration. |
| Created |
CommunitySuite migration date |
|
| Grant Date |
request.dec |
|
| Decision Date |
May have field in Pearl - but not included in standard migration script. |
|
| Status |
Not a field with migrated data. |
|
| Grant Catalog |
Not a field with migrated data. |
Post live setup. |
| Grantee |
contact.num, name |
|
| Grantee Contact |
May have field in Pearl - but not included in standard migration script. |
|
| Sponsored Org |
School/Institution listed on grant payment schedule |
|
| Grant Advisor |
May have field in Pearl - but not included in standard migration script. |
|
| Grant Beneficiary |
May have field in Pearl - but not included in standard migration script. |
|
| FedID (SSN/EIN) |
Not a field with migrated data. |
|
| Charity Status Checked |
Not a field with migrated data. |
|
| Last Financial |
Not a field with migrated data. |
|
| Anonymous Grant |
May have field in Pearl - but not included in standard migration script. |
|
| Description |
request.title |
|
| Granting Fund |
fund code |
|
| Grant Type |
program |
|
| Service Area |
project area |
|
| Grant Letter Template |
Not a field with migrated data. |
|
| Amount |
sum of the payment lines |
|
| Public Donations |
Not a field with migrated data. |
|
| Grant Category |
Not a field with migrated data. |
|
| Sort Order |
Not a field with migrated data. |
|
| Award Letter |
Not a field with migrated data. |
|
| Award Letter Template |
Not a field with migrated data. |
|
| Grant Payments |
|
|
| Payment Date |
posting date or today if posting date is null |
|
| Amount |
sum of request payment amount fields |
|
| Check |
Not a field with migrated data. |
|
| Memo |
Not a field with migrated data. |
|
| VoucherID |
Not a field with migrated data. |
|
| CheckID |
Not a field with migrated data. |
|
| Check Date |
Not a field with migrated data. |
|
| Check Num |
Not a field with migrated data. |
|
| Account |
Not a field with migrated data. |
|
| Amount |
individual payment amounts |
|
| TransID |
Not a field with migrated data. |
|
| Conditional |
May have field in Pearl - but not included in standard migration script. |
|
Scholarships
Scholarships will migrate into CommunitySuite as grants. The student's name will be listed as the grantee, and the institution will be listed as the Sponsored Org.
Donations
Donations
| CommunitySuite Field |
Pearl Field |
Notes |
| ID |
Not a field with migrated data. |
CommunitySuite generated unique ID number. |
| Legacy Code |
gifts table - payments: payment_number |
|
| Created |
CommunitySuite migration date |
|
| Donation Date |
date |
Posting date cannot be in the future. |
| Status |
Not a field with migrated data. |
Generated as Yes with migration. |
| Donor |
name |
On Donor Gifts. |
| Anonymous |
May have field in Pearl - but not included in standard migration script. |
|
| Recognition Name |
Not a field with migrated data. |
|
| Donation Type |
May have field in Pearl - but not included in standard migration script. |
Can be configured from Gift Type in Pearl but not part of standard script. |
| Fund |
fund_code |
Fund code from Gift table. |
| Amount |
amount |
|
| Apply To Spendable |
Not a field with migrated data. |
|
| Grant Catalog |
Not a field with migrated data. |
|
| Payment Method |
Not a field with migrated data. |
|
| Check Number |
May have field in Pearl - but not included in standard migration script. |
|
| Description |
gift note |
|
| Campaign |
May have field in Pearl - but not included in standard migration script. |
|
| Service Area |
May have field in Pearl - but not included in standard migration script. |
|
| Custom Message |
Not a field with migrated data. |
|
| Tax Receipt |
Not a field with migrated data. |
|
| Serial Number |
Not a field with migrated data. |
|
| Tax Receipt Template |
Not a field with migrated data. |
|
| Soft Credits |
May have field in Pearl - but not included in standard migration script. |
|
| Tribute |
if contains "memory of" comes in as memory if contains "honor of" comes in as honor |
|
Custom Message
|
Source and Purpose (Perm/Endowed) |
Source Code and Purpose Codes are mapped into CommunitySuite as a custom message.
|
Vouchers
Voucher
| CommunitySuite Field |
Pearl Field |
Notes |
| VoucherID |
Not a field with migrated data. |
CommunitySuite generated unique ID number. |
| Historical |
Not a field with migrated data. |
|
| Created |
CommunitySuite migration date |
|
| Employee |
Not a field with migrated data. |
|
| Status |
Not a field with migrated data. |
|
| Grant |
Not a field with migrated data. |
|
| Vendor |
Name field on Vendors screen |
|
| Address |
address |
|
| Voucher Date |
InvoiceDate |
|
| Fund |
Fund_code |
|
| Reference Number |
InvoiceNum |
|
| Check Memo |
Not a field with migrated data. |
|
| Terms |
Not a field with migrated data. |
|
| Due Date |
May have field in Pearl - but not included in standard migration script. |
|
| Balance |
Not a field with migrated data. This is a calculated field |
|
Items Table
| Expense Account |
Payments: Account column |
|
| Description |
Payments: Memo |
|
| Qty |
May have field in Pearl - but not included in standard migration script. |
|
| Unit Cost |
Payments: Amount |
|
| Total |
Not a field with migrated data. This is a calculated field |
|
| Campaign |
May have field in Pearl - but not included in standard migration script. |
|