Data Export Checklist

Contents
Introduction
Accounts
Donations
Events
Memberships
Store Purchases
Related Guides

Introduction

When exporting data from your current database, it is important to consider the fields you are including. Below is a list of the common fields that are included in a data migration. This list is not meant to be inclusive of all data you may encounter, but is provided as a starting point for ensuring you capture the most typical constituent and transaction information.

Data can typically be exported from a database in a series of different reports/queries, giving you a spreadsheet for accounts (people or organizations), plus additional sheets for data that is attached to those accounts (transactions or notes). The structure of your current database may impact the number of sheets you have to export.


Accounts

First Name
Last Name
Organization or Company Name
Address Line 1
Address Line 2
City
State
Zip
Country
Email 1
Email 2
Phone 1
Phone 2
Any Custom Fields you created about Individuals or Organizations
Any Tags you created about Individuals or Organizations
Any Notes you kept about Individuals or Organizations

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Donations

Donation Amount
Donation Date
Tender Type
Campaign
Fund
Purpose
Any Custom Fields you created about Donations
Any Notes you kept about Donations

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Events

Event Name
Event Start Date
Event End Date
Registration Amount
Registration Date
Tender Type
Any Custom Fields you created about Events
Any Notes you kept about Events

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Memberships

Membership Level
Membership Transaction Date
Membership Start Date
Membership End Date
Membership Cost
Any Custom Fields you created about Memberships
Tender Type
Any Notes you kept about Memberships

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Store Purchases

Product Name
Purchase Date
Tender Type
Any Custom Fields you created about Store Purchases
Any Notes you kept about Store Purchases

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Related Guides
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