The process of migrating data from your current system into NonprofitCore contains several steps including exporting data from your current system, cleaning up the exported data, importing the data into your NonprofitCore site, and validating the imported data. This is a high-level overview with supporting resources that help prepare you for what to expect during the migration process.
If you have questions about the migration process, contact Delivery.
Prepare for Migration
Data preparation provides for a smoother migration, eliminates errors, and helps you create a NonprofitCore site with up-to-date and accurate information.
- Migration Preparation for Accounting
- Migration Preparation for CRM
- Migration Preparation for Fundraising
Step 1: Migration Kickoff Call
In the first step of the migration process, you will participate in a phone call with one of Foundant's Data Migration Specialists. They will help familiarize you with the migration process and work to set a timeline for the migration. In this step, you can also get answers to pre-migration questions including the following:
- What custom fields do you want to import?
- How much data do you need to migrate?
- What reports do you run regularly?
Step 2: Export Data
In this step, you will determine what data you want to migrate. It is recommended that you refine the data in your legacy system, so data is clean and consistent. Additionally, you will also review the standard fields to include in your export so the correct information and required fields are present for the import process.
- Clean Your Data Before Your Migration
- Export Your Accounting Data From Other Systems
- Export Your CRM Data From Other Systems
- Historical Revenue and Expenses
- Import Fields for Accounting Migration
- Import Fields for CRM Migration
- Import Fields for Fundraising Migration
- Import Historical Revenue and Expenses for Accounting Migration
Step 3: Data Discovery
After you have cleaned and exported the data you want to migrate, analyze the data you are preparing for migration. Confirm that the data is correct and up to date.
Step 4: Transformation Work and Formatting
In this step, a Data Migration Specialist will format your data. They will ensure that your data migrates correctly and is accurately displayed within NonprofitCore.
Step 5: Import
During this step, a Data Migration Specialist will import data into a test site. Once the test site is created and data is added, the Data Migration Specialist will email the test site name and information for review. Use the checklists in your onboarding map to guide you as you review your test sites.
Step 6: Validation
In this step, you will validate that the data you imported is accurate. Be as through as possible during validation to ensure that there are no errors in the imported data and everything displays as expected.
Step 7: Live Migration
Once data is validated and each import is correct within the test site, your Data Migration Specialist will repeat steps 5 and 6 for all imports into your live site. If have any questions about this step or need help, contact your data migration specialist or Support.