Project

General

Profile

Standard migration process

Phase1- Import Essential data

Phase 2 - Categorize the records

Phase 3- Import Interests

Phase 4 - Import Relations

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Phase 5 - Import associate multiple records of member

  • Legacy
  • Alumni
  • Awards

Phase 6 - Communication

Import all communications including all recipients with click and read statistics.

Phase 7- Events

Phase 8 - Import Gift Aid Declarations

Phase 9 - Import Gift/Donations or payments

  • From table Trans/Pledge, import columns such as
    1. Amount
    2. TransDate
    3. PayMethod
    4. RecType
    5. EventID
    6. TransDesc
    1. TransNo
  • Optional : If customer want other fields,Potentiality could import those and can keep in back end (but it won't be shown in interface, can be shown in future depending on the upgrades)
  • For each record if it is linked to Pledge, PledgedDate would be activeDate(Expected date), TransDate would be the actual date

Phase 10 - Mark recurrent payments/pledges

Customer should give the following details for those members who has pledged/ offered for the CURRENT active recurrent payments.

  • ContactID/PCode
  • Member Name
  • TransNo
  • PledgeID if this payment is a Pledge
  • Date of the last paid installment
  • Frequency ( say, monthly, yearly, half yearly, or number of months)
  • Number of installments left

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