Services in this article may not be included in every Funraise plan.
This article describes the Supporter and Donation migration template. To access this template and begin a data migration, contact your Technical Engineer through the Funraise Service Desk.
Migration costs
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.
Step-by-step instructions
1. Input your data using the template provided
Submit a migration request at the Funraise Service Desk and let us know that you’re ready to start a migration of Supporters and Transactions. We will share a migration template through Google Sheets. This template will have automatic validation to help ensure you're entering valid data.
Input Supporter data into sheet 2a
Input Donation data into sheet 2b
Review errors in sheet 2c and make corrections
Notify Funraise when sheet 2c has no error occurrences
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
Depending on the number of imports in the queue, the process can take up to two months.
Tips for importing data to Google Sheets
Importing external files into Google Sheet
To import a file of data into Sheets 2a and 2b use File > Import from the Google Sheet menu > select the import options below:
Import location: Append to current Sheet
Separator type: Detect automatically
Convert text to numbers, datas, and formulas: No
Remove redundant column headers
Once the data is imported into the sheets and order of columns is verified, rows with redundant column headers can be deleted.
File size limits
Google Sheets has limits to the size of file that can be imported. It may be necessary to split a large file into smaller files prior to importing.
Description of sheets included the template
In the Google Sheets template, we've included several sheets for instructions, input and review.
1. Instructions for Org
1a. Field Descriptions - Supporters
Field descriptions and instructions to follow when inputing Supporter data
1b. Field Descriptions - Donations
Field descriptions and instructions to follow when inputing Donation data
2a. Org Input - Supporters
This is where you will input your Supporter data
2b. Org - Input - Donations
This is where you will input your Donation data
2c. Automatic Validation
This sheet provides an overall report of the errors with your data. You'll see the number of occurrences for any issue and options to resolve.
3. Review Output
This sheet combines your Supporter and Donation data and validates your inputs. If a cell is highlighted, the entry is invalid. You'll want to fix invalid entries by editing the Supporter or Donation inputs (2a or 2b).