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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.