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Considerations for Migrating data from legacy and other CRMs (e..g. Raiser's Edge)

Don Miller edited this page Oct 21, 2021 · 2 revisions

Use case: integrating from a legacy system to NPSP Spreadsheet (csv) to NPSP Backup of existing system - Salesforce and NPSP

		Reminder for making calls - tasks/activities	
	
					
					
Raiser's Edge		Org vs Households - contacts for HH, then contacts create accounts			
		Hard vs Soft credits???			
		Donations into opportunities			
		Campaign codes			
		Naming conventions after integration			
		How much data to keep 			
DonorPerfect		Do not have households			
					
Misc		Memberships