Awesome! If you’re here, it means you’ve decided to trust us with importing your financial data. We promise you won’t regret it. However, here are the things we need from you:
We take care of everything else.We’ll create a payment source so you know where the donations came from, prepare your data and get it in the proper format (some systems make this easier than others), ensure donor receipts are turned off for the imported history, and structure your batch group and batch imports so it will stay organized and be easy to reconcile later. When you’re ready….You can email your exported data, fund mappings, and personal access token to email@example.com. Typically, our average turnaround time is a couple of days assuming we don’t run into issues. Once we’re done, we’ll ask you to verify the import (totals, funds, people), and then we’ll commit it for you.
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