If your organization is just starting with both Legacy RaiseDonors and Virtuous CRM+, it's possible there isn't any need for data migration. However, if you are migrating large amounts of data into Virtuous CRM+ - and you need Legacy RaiseDonors to interact with those records in Virtuous CRM+, this article will provide some clarity and next steps.
Most organizations onboarding with Virtuous CRM+ are moving from their old database and thus, will go through a phase to import donors, giving history, and other information into Virtuous CRM+. This is a process that Virtuous manages with you.
Once that process is complete, it's necessary to synchronize Virtuous CRM+ with Legacy RaiseDonors. The details are unique to every organization but the core principles are as follows. The data mapping table is helpful to understand how each systems' objects map to the other.
Projects
There needs to be a process to import all of the projects from Virtuous CRM+ into Legacy RaiseDonors as Projects. Details on how to import projects can be found here. It's important that only active projects are provided. No need for inactive or archived projects.
Contacts
There needs to be a process to import all of the contacts from Virtuous CRM+ into Legacy RaiseDonors as Donors. Details on how to import donors can be read here. It's critical to ensure the Virtuous CRM+.Contact.Id is included in the import process and stored in the Legacy RaiseDonors.Donor.CrmKey.
Only contacts having an email address and who are marked as active are needed. The following fields of information are needed: Fname, Lname, Primary Address, City, State, Zip, Country, Email Address, Phone Number, Virtuous-contact-id.
Donation History
Usually is no need to import the donation history for each donor. The reason for this is one of the core benefits of the Virtuous CRM+ integration - is the real-time pull of information in the donor portal. For this reason, donors will always see their complete donation history to your organization even though the complete history has not been imported into Legacy RaiseDonors.
Reference Key
After the Contacts have been imported into Legacy RaiseDonors, we'll generate an export of the donors and send this to Virtuous CRM+. The export only needs two columns,
- RaiseDonors.Donor.Id
- RaiseDonors.Donor.CrmKey (which is the Virtuous.Contact.Id)
Give this to your CSM at Virtuous and they can help you to upload the csv. Only after this file is uploaded to Virtuous, will the donor portal be able to retrieve the full giving history for a donor in the donor portal.