This documentation describes the process for migrating your historic donation and donor data to Funraise.
1. Input your data using the template provided
Contact your Technical Engineer through in-platform chat and let us know that you’re ready to start a data migration. We will share a migration template through Google Sheets. This template will have validation to help you ensure your entering valid data. We’ll also open up a Service Desk ticket so you and your team can easily track the progress of your request.
2. We will review your data
We will review your import file. We will highlight any errors or invalid fields and pass it back with clear instructions to resolve.
Be prepared, an import ready file requires fields with exact syntax. We will not be able to proceed until we have an import ready file and it is your responsibility to produce an import ready file. Preparing an import ready file will require a dedicated effort on your end.
3. We will import your data
We will begin the import process as soon as we have an import ready file. With an import ready file, the process can take up to 2 months.
Migrating data to Funraise incurs a cost based on the quantity of records and your pricing plan. Contact your Customer Success Manager to learn about the cost based on your plan.