FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

4 ways to evaluate how easily your data will move from one donor management program to a new one

How easily will your data move from one donor management program to another? Part 2 How easy will moving my data be?
In part 1 last week, we talked about the reasons you might need to move your data. Now, you probably want to know how easy that move might be. The answer may decide whether you do the work yourself, or decide to go with professional data conversion.

Moving data from one program to another may be amazingly simple or extremely complex. If you are considering such a move, the answers to the following 4 questions will reveal to you just what the case will be for your organization and data situation:

1. How compatible are the old and new software programs?

  • More compatible makes the move simpler. For instance, your old program may have a built-in tool to export data to your new program, or your programs may be built by the same company, making data migration easier.
  • Less compatible makes the move more complicated. More custom work will be needed to move the data from the old program into the new one. It will also take some time and training for you to learn how to find the old data in the new program.

To check the compatibility of your old data with the new program you are thinking of moving to, go through the steps of importing data into it. If you aren’t able to do this easily, ask the new software company what it would take to move your data. Software sales representatives should be willing and able to help you get this answer.

2. How much data do you want to move?

  • Fewer donor records, as well as having only one gift per donor, make the move simpler. With fewer records, you can more easily do the work by hand. With only one gift per donor, you will be more likely to be able to use export/import tools.
  • Many records and more than one gift per donor make the move more complicated. It will be harder to do the work by hand if you have many records. More than one gift per donor will make it harder to move the data using export/import tools.

3. What kind of data do you want to move?

  • Demographic data like names and addresses are easier to move. If this is the only data you need to move, then it is more likely that you’ll be able to use export/import tools yourself.
  • Codes and extensive giving history are harder to move by export/import tools. You may be able to do it, but it can be difficult to understand what needs to be done to accomplish the move. Even more complicated to move are pledge schedules, membership history, and tribute gift records. These kinds of fundraising information are often organized in very different ways from program to program. Significant thought and custom work may be needed. Usually this is done with professional data conversion. If you only have a small amount of complicated data, you might also choose to move it by hand.

4. What do you want to do with your data once it is moved?

  • If you use certain data infrequently, you might find some simple options even for complex data. This can be the case for historical data used only in prospect research. In that case, you might even leave it in the old program and access it as needed from there.

  • If you need to use the data for your day-to-day work, it is important that it be well integrated into your current mailing or report features. Except for basic donor data (names, addresses, single gift per donor), other data may be more difficult to move so that it can be pulled into your mailings or reports. Check that there is a place for these things before buying new software.

For people working with FundRaiser software programs, the FundRaiser growth path  makes moving donor data simple. Built in import/export tools and highly compatible systems mean that you can easily step from one level to another or move from an offline to an online program easily.

To learn more about the FundRaiser growth path:

Watch the 5 minutes video on FundRaiser software programs now

Which of these 3 data migration techniques is rig...
Conversion Conversations Begin with Education

Related Posts

Wait a minute, while we are rendering the calendar
Resiliency new nonprofit membership benefits donor recognition event management new version donor attrition Network for Good gift entry donor donor attrition rate vacation Thank You segmenting donors community supported gardens word processor entering auction gifts customer portal Groupings Facebook charity golf tournaments New Year overview Crowdfunding Campaign happiness online donations support Facebook campaign new donors how to handle auction gifts Alternative Addresses correspondance password protection custom page communications upgrading donors premiums look and feel phoning donors Constant Contact social media solicitors Tickles planned giving donor contact information data analysis product news general spare fields operating systems donor targeting prospects GivingTuesday FundRaiser Spark GoFundMe project animal rescue follow up data entry brick campaign mode code in honor of donations add ons End of Year Letters LYBUNTS donor slip donor preferences endowment campaign importing csv SYBUNTS donation history features letter templates anonymous donors reports user spotlights large donations motivation code grassroots campaign ROI gift acceptance policy Volunteer module lapsed donor National Change of Address Donor Portal Reminders Importing Data flash sales Personalizing increasing giving amounts raffle FundRaiser Hosted corporate sponsors tech tip donor retention rate community broadcasting online donations fundraising letters correspondence training tip moves management community arts nonprofits mission driven targeted mailings fundraising understanding giving trends updates volunteers Cloud texting donors #GivingTuesday pictures tribute gifts advanced tab major gift prospects personalizing letters upgrade ticket sales giving levels Excel how-to videos the Ask memorial giving direct mail annual campaign auction major donors campaign management building donor relationships on site training case study board members merge fields ticketsales donor source donor loyalty data conversion operational costs recurring gifts monthly giving publicity materials tax summary letters PayPal membersip benefits office development director security relationship tracking spreadsheets announcements budget motivation alumni new leadership role of nonprofits transparency customer service merge notes Thanksgiving appeal letters small donations disaster relief backing up data foundations Congratulations user interface banquet accounting software membership programs training giving history Snow Birds pledges annual maintenance plan change of address updating welcome packet In-Kind gifts government grants legacy giving gift notes field donor advised funds new features adding personal notes to letters volunteering capital campaign nonprofit fundraising donor profile Codes grants NCOA processing Company culture thank you letters arts Reporting to IRS technical support Task List

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:
Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password