Call Toll Free (877) 928-3337

 

 

  • Home
  • Raiser's Edge Data Migration

Raiser's Edge Data Migration

Converting data from your Raiser’s Edge system can be complex and difficult to navigate.   Each organization uses Raiser’s Edge and configures Salesforce slightly differently.  Our migration uses a standard process that maps Raiser’s Edge to a best practice configuration in Salesforce that is easily modified to fit your needs. 

Q: What is Data Migration?

A:  Data migration is simply getting all your constituent related data from Raiser’s Edge to Salesforce. 

Q: What are the technical requirements?

A:  Your Salesforce Organization must have the NonProfit Starter Pack v3+  installed in a Developer or Enterprise or Unlimited Edition.  If you aren’t sure, or don’t have this, give us a call and we can assist with this as well.

Q: How does it work?

A: There are four steps**: 

  • Export your data from Raiser’s Edge using two predefined exports. 
  • Review and modify the predefined migration field mapping. 
  • Answer the setup questions. 
  • akaCRM will migrate the data for you. 

** We will help you through each step.

Q: What data gets migrated?

A: We have the following standard objects that will migrate: 

From Raiser’s Edge: 

  • Constituents and Non-Constituent relationships
  • Constituent Codes
  • Addresses
  • Relationships
  • Notes
  • Gifts + Soft Credit
  • Campaigns and Appeals
  • Actions

To Salesforce: 

  • Households
  • Contacts
  • Accounts + Addresses
  • Activity
  • Notes
  • Constituent Codes (Custom Object)
  • Opportunities + Memberships
  • Payments
  • Contact Roles + Soft Credits
  • Relationships, Affiliations, Partners
  • Campaigns

Complete the Free Consultation for Nonprofits form on the right to inquire further or being your data migration.