How do I review my professional import?

Contents

Overview Video
Introduction
Review Tips
Accounts
Donations
Memberships
Event Registrations
Reporting an Error

Overview Video

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The video below shows some basic tips for reviewing your professional import.

Introduction

Once your NeonCRM professional import is complete, your assigned Professional Services Consultant will review the import for quality assurance. If they are satisfied that there are no errors, you will be notified by your account manager that the import is complete. We do ask that you do your own review upon receiving access to your NeonCRM system as a final check.

Review Tips

There are a few things to keep in mind as you review your professional import:

• In many cases, the number of accounts and the transaction totals in your NeonCRM system may not match your old database. This is due to de-duplication, differences between NeonCRM's transaction tracking and your former system's tracking, and other deviations between your old system and NeonCRM.
• Data that was tracked in one place in your old system may be tracked differently in NeonCRM. For example, NeonCRM tracks donations, event registrations, memberships, and store purchases as separate types of transactions. If your previous system tracked all of these transactions as "donations," you may get different results in reports than you are used to.
• Remember that you may have elected not to import some data into NeonCRM. If you chose not to import accounts created prior to a certain date, for example, you will not find them in NeonCRM, even if they were included in the data that you provided for import.

The easiest way to review your professional import for errors is to compare the spreadsheets that you sent your ProServices Consultant and reviewed during your data consultation with the data in your NeonCRM system. These are the spreadsheets that were used to conduct your professional import. If you see something missing from your NeonCRM system, it is likely that it was not included in this data.

Accounts

Do you have the expected number of accounts? You can view a count of all accounts in your system by going to Accounts > Accounts.

The total number of accounts in your system is displayed in the bottom row.

• Were households and other relationships created as expected? (Either creating accounts for all parties or creating sub-accounts)
• Was there any data that you had asked to be imported to custom fields? Is the data correct on the appropriate accounts?

Donations

Search for an account using the search bar in the upper-right corner.

On the account, navigate to the Donations section which will show all donations for this account.

Click on the expand/collapse caret to view more details.

For even more information, click on the Donation Amount to view the full record.

• Is the donation date correct?
• Is the payment information correct?
• If applicable, is the donation assigned to the appropriate campaign, fund, and/or purpose?
• If applicable, is the donation assigned to the appropriate solicitor?

Memberships

Search for an account using the search bar in the upper-right corner.

On the account, navigate to the Membership section which will show all membership transactions for this account.

Click on any membership transaction to view more details.

• Do the appropriate accounts have memberships?
• Is the membership transaction date correct?
• Are the membership term start/end dates correct?
• Is the membership level correct?
• Is the membership fee correct?
• Is the payment information correct?
• If your data included household group or company group memberships, do the appropriate accounts have memberships and sub-memberships?

Event Registrations

Search for an account using the search bar in the upper-right corner.

On the account, navigate to the Event Registrations section which shows all event registrations for this account.

Click on any event registration to view more details.

• Do the appropriate accounts have event registrations?
• Is the registration date correct?
• Is the registration total amount correct?

Reporting an Error

Per the Professional Import Agreement included with your contract, if any errors are found in the import, they can be fixed free of charge as long as you notify your assigned ProServices Consultant within thirty (30) days. Errors are defined as the incorrect import of data based upon the rules agreed upon by the client and the ProServices Consultant and does not include the modification of imported data.

When reporting an error, please be sure to include a specific example of the error or missing data, including the related account ID if applicable. This will help your Consultant review your original data and find the problem quickly.