The setup of schedule objects inside of RaiseDonors is a 'link' between RaiseDonors and the schedules at the new gateway. There are two distinct approaches to migrate recurring data into RaiseDonors, in both cases schedules already exist in the new gateway and schedule objects need to be created inside of RaiseDonors. We're talking about the Manual Approach here, (head over to this article if you want to learn more about the other option, the Passive Approach).
The Manual Approach is (as the name indicates) a manual, bulk creation of schedule objects in RaiseDonors to accurately capture all customized information related to recurring schedules for the new gateway, essentially migrating one bundle of information on a specific day.
This is the most common approach, but it's also the most detailed. To help facilitate this approach we've created a Schedule Import Template. With this file, recurring schedules can be imported into RaiseDonors as schedule objects.
- A detailed account of attributions will be captured (including motivation code, source code, etc)
- Schedules can be split across multiple Funds
- The recurring schedules are imported in just one day
- The file creation is labor intensive and extremely precise