Articles in this section


  • Preparing for a Fundraising Migration

    The process of migrating fundraising data from your current system into NonprofitCore contains several main 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. In this article, we'll provide an overview of the migration process and several key questions to consider when preparing for your fundraising migration.

    Migrations Process Overview

    While each migration can have unique elements, the main steps in the process are outlined below: 

    1. Export data from your current systems.
      • There is one recommended fundraising file to export: 
        • List of opportunities
    2. Clean up the exported data.
      • This includes adjusting formatting to best prepare for importing into NonprofitCore.
    3. Import the data into your NonprofitCore Sandbox site.
      • Using the in-system tool, import the data into your NonprofitCore Sandbox site. 
    4. Validate the imported data.
      • Iterate and adjust if necessary based on any issues you find when validating the data.
    5. Import the finalized data into your NonprofitCore Live site. 

    Select a Timeframe

    Another important component to consider is when you plan to do your fundraising migration. In order to select a timeframe, the following questions can be a starting point: 

    • When does your current fundraising software contract (and potentially any other related software contracts) end?
      • This is especially important to consider if you're using a hosted software as you might lose access to your data when your contract expires.  
    • Is there a slower time of year for your foundation that could be ideal for a migration?
      • Consider migrating at a time that won't conflict with big fundraising events, grant application deadlines, etc. 

    Prepare for Migration: Questions to Consider

    In addition to identifying a timeframe for your fundraising migration, there are a few other questions to consider as you prepare. 

    • How many systems are you currently using for fundraising, and from which systems do you want to migrate data?
      • If your fundraising data isn't currently housed in a formal system, start compiling lists of your events, upcoming grants, etc. 
    • Do you want to clean up your fundraising data in your current system(s) prior to migrating the data? 
    • What types of reports do you use regularly?
      • Identifying the most important types of reports from your current system can help you make set-up decisions in NonprofitCore, and might help you make decisions about the data you choose to migrate. 
      • Consider what information you bring to your board, and what types of analysis you want to be able to perform. 

    Once you've identified your timeline for the migration and have finished other preparations, the next step is to export fundraising data from your current system(s). 

  • Preparing for a CRM Migration

    The process of migrating CRM data from your current system into NonprofitCore contains several main 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. In this article, we'll provide an overview of the migration process and several key questions to consider when preparing for your CRM migration.

    Migrations Process Overview

    While each migration can have unique elements, the main steps in the process are outlined below: 

    1. Export data from your current system(s).
      • There are two recommended CRM files to export: 
        • List of profiles
        • Giving/donation history
    2. Clean up the exported data.
      • This includes adjusting formatting to best prepare for importing into NonprofitCore.
    3. Import the data into your NonprofitCore Sandbox site.
      • Using the in-system tool, import the data into your NonprofitCore Sandbox site. 
    4. Validate the imported data.
      • Iterate and adjust if necessary based on any issues you find when validating the data.
    5. Import the finalized data into your NonprofitCore Live site. 

    Select a Timeframe

    Another important component to consider is when you plan to do your CRM migration. In order to select a timeframe, the following questions can be a starting point: 

    • When does your current CRM software contract (and potentially any other related software contracts) end?
      • This is especially important to consider if you're using a hosted software as you might lose access to your data when your contract expires.  
    • Is there a slower time of year for your foundation that could be ideal for a migration?
      • Consider migrating at a time that won't conflict with big fundraising events, grant application deadlines, etc. 

    Prepare for Migration: Questions to Consider

    In addition to identifying a timeframe for your CRM migration, there are a few other questions to consider as you prepare. 

    • How many systems are you currently using for CRM, and from which systems do you want to migrate data?
    • Do you want to clean up your CRM data in your current system(s) prior to migrating the data? 
      • This could include removing any profiles who haven't interacted with your organization in a certain amount of time, those who typically do not open/engage with your communications, any incomplete profiles, etc. 
    • In addition to the standard fields (listed below for reference), which fields do you want to track with your profiles in NonprofitCore? 
      • Standard profile fields include:
        • Individual Name (first, middle, preferred, last, prefix, suffix)
        • Organization Name
        • Household Name
        • Organization Role
        • Addresses (city, state, postal code, country)
        • Phone Numbers
        • Email
        • 1099 Vendor
        • Do Not Solicit
        • Tax ID
      • Consider what other information you'd like to know about your profiles, and information that you typically report on for individuals/organizations/households. Custom fields can be added in NonprofitCore to capture that information, so it's helpful to consider this as you set up your site and migrate data. 
    • What types of reports do you use regularly?
      • Identifying the most important types of reports from your current system can help you make set-up decisions in NonprofitCore, and might help you make decisions about the data you choose to migrate. 
      • Consider what information you bring to your board, and what types of analysis you want to be able to perform. 

    Once you've identified your timeline for the migration and have finished other preparations, the next step is to export CRM data from your current system(s). More details are available here: Export Your CRM Data from Other Systems

  • Preparing for an Accounting Migration

    The process of migrating accounting data from your current system into NonprofitCore contains several main 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. In this article, we'll provide an overview of the migration process and several key questions to consider when preparing for your accounting migration.

    Migrations Process Overview

    While each migration can have unique elements, the main steps in the process are outlined below: 

    1. Export data from your current system(s).
      • There are five recommended accounting files to export: 
        • Trial balance report to set the beginning balance in NonprofitCore 
        • Chart of accounts
        • List of programs
        • Journal entries for the desired period
        • Beginning and ending trial balance report for the same period
    2. Clean up the exported data.
      • This includes adjusting formatting to best prepare for importing into NonprofitCore.
    3. Import the data into your NonprofitCore Sandbox site.
      • Using the in-system tool, import the data into your NonprofitCore Sandbox site.
    4. Validate the imported data.
      • Iterate and adjust if necessary based on any issues you find when validating the data.
    5. Import the finalized data into your NonprofitCore Live site. 

    Select a Timeframe

    Another important component to consider is when you plan to do your accounting migration. In order to select a timeframe, the following questions can be a starting point: 

    • When do you want to go live with your NonprofitCore site?
      • Consider if the end of the month, fiscal year, quarter, etc. could be ideal. It may be easier to validate the data once it's imported into NonprofitCore if the books are already closed.  
    • When does your current accounting software contract (and potentially any other related software contracts) end?
      • This is especially important to consider if you're using a hosted software as you might lose access to your data when your contract expires.  
    • Is there a slower time of year for your foundation that could be ideal for a migration?
      • We recognize that end-of-year tends to be a busy time, and migrating in alignment with your year-end is not required.  

    Prepare for Migration: Questions to Consider

    In addition to identifying a timeframe for your accounting migration, there are a few other questions to consider as you prepare. 

    • How many systems are you currently using for accounting, and from which systems do you want to migrate data?
    • How much historical accounting data do you want to migrate into NonprofitCore?
      • To help with this decision, consider when you last referenced your historical data past a particular point. Also consider if the historic data allows you gain good insight, or if it's not worth the effort to migrate it. 
      • If you decide not to migrate all historical data, consider keeping the data you're not migrating in spreadsheet form just in case you decide to import it at a later time. 
    • Do you regularly use all of the accounts in your current chart of accounts?
      • If not, consider if you could clean up the chart of accounts before migrating into NonprofitCore. 
    • What types of reports do you use regularly?
      • Identifying the most important types of reports from your current system can help you make set-up decisions in NonprofitCore, and might help you make decisions about the data you choose to migrate. 
      • Consider what information you bring to your board, and what types of analysis you want to be able to perform. 

    Once you've identified your timeline for the migration and have finished other preparations, the next step is to export accounting data from your current system(s). More details are available here: Export Your Accounting Data from Other Systems 

  • Export Your CRM Data from Other Systems

    Overview

    If you are migrating into NonprofitCore from another software such as Bloomerang, there are automatic ways to export your data out of your current or previous system to then import into NonprofitCore.

    Bloomerang

    Follow the below steps to export your data from Bloomerang:

    1. Click Settings.
    2. Click View All Settings.
    3. Click Edit on the Organization tile.
    4. In the Database Export pane, click Create New Export. The export may take many minutes to finish.
  • Export Your Accounting Data from Other Systems

    Overview

    If you are migrating into NonprofitCore from another software such as QuickBooks, there are automatic ways to export your data out of your current or previous system to then import into NonprofitCore.

    QuickBooks

    QuickBooks Online

    Follow the below steps to export your data from QuickBooks Online:

    1. Click on the gear icon in the top right corner.
    2. Click Export Data under the Tools heading.
    3. Set a date range by clicking on the drop down under where it says Pre-Selected Date Ranges.
    4. Make sure that the Journal toggle is turned on, you can turn off all the other exports.
    5. Click Export to Excel at the bottom right of the popup window.

    QuickBooks Desktop

    Follow the below steps to export your data from QuickBooks Desktop:

    1. Run a Transaction Detail by account report.
    2. Customize the report to include transaction number and account.
    3. Remove or hide unnecessary columns if you wish.
    4. Export the report to Excel and save it to your computer.