Pearl Field to Field Translations – Foundant Technologies

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

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

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.