Hey! welcome to the docs section. This area is designed to get you the resources you need to migrate your giving data seamlessly. Not only will you find our product user guide here, you will find some “how-to’s” on exporting from your old system, and you can sign up to get our ultimate migration guide that includes some of the strategies and lessons I’ve learned for getting your givers out of the old system and into the new system.
The ultimate migration guide is totally FREE. Full disclosure, though, it is written in a context that assumes you’ll use the PCO Giving Import tool. I enjoy being transparent, I think it builds trust and great relationships. I give the guide away and do free consultations in hopes that you will ultimately purchase my product and I’ll see some kickback on my hardwork. However, if the product isn’t for you, no worries at all and the migration guide can still be super useful!
If you’ve already purchased my product, know that it means a lot to me and I really appreciate it! As always, don’t hesitate to reach out through email, the chat box, or by scheduling a call with me if you have any questions or concerns.