After creating your CRM import files, you'll want to validate that the data you are importing into NonprofitCore is accurate. Below are a list of steps you can take to confirm your CRM data's accuracy.
Step 1: Total Number of Profiles
- Review the total number of profiles imported from your previous system and ensure that the number matches the total number of profiles showing in NonprofitCore.
Step 2: Analyze Individual Profiles
- Select a few of your largest donors, volunteers, participants, etc. and perform the following:
- Review that all profile information transferred over correctly.
- For example, name, phone number, email address, address, and custom columns.
- Review that any relevant financial data associated with the profile transferred correctly.
- For example, donation history, revenues, and expenses.
- Review that all profile information transferred over correctly.
- Repeat the same steps listed above for a few key organizations and household.