Checklist · 24 pages · Free
Nonprofit CRM Migration Checklist
A step-by-step checklist for planning a donor database migration: data mapping, clean-up, testing, staff time and go-live.
- 1Requirements and vendor questionsWhat to ask before you sign.
- 2Field mapping templateEvery code table, attribute and fund.
- 3Trial load reconciliation sheetCounts and totals that must match.
- 4Go-live and training planWho does what in cut-over week.
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