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Fmpro migrator review4/25/2023 You won’t need to fill out any rows in your constituent type column, except when you have both a last name and an organization name and you want that record to be an organization record rather than an individual type record. If your spreadsheet contains any rows with only an organization name, LGL will create an organization type record. If your spreadsheet contains any rows with only a last name and no organization name, whether in a single column or two separate columns, LGL will create the record as an individual-type record. If you don’t have one already, create a "Constituent type" column and add it to your spreadsheet. Add a column to your spreadsheet titled "Organization" and include the names in it as you want them to appear in LGL. Full name in one columnįull name in one column, with the last name firstįirst name and last name, each in its own columnįor the portion of your constituents that are organizations, there are conventions to follow regarding bringing in the organization as a constituent versus as an individual who is a contact at an organization. Your names will need to match one of these structures, and must remain consistent throughout the column. What do your names look like now? Do you have a single name column with different types of names in it, or do you have name information separated into multiple name columns? See the images below for examples of name data and the possible structures it can have. Names are typically represented in full (i.e., both first and last names) in a single column or in multiple columns (i.e., first name in one column and last name in the other). If your names are in one of three possible structures and the data is consistent from one cell to the next throughout the column, you will be able to import it. With name data, it’s critical to be consistent with whatever structure you’re using. Pulling all that data together into adjacent columns in one spreadsheet will allow you to review and normalize it all in one place. This includes name, contact information, any associated categorization type data, and groups or coding about mail/email/phone calls. Your first step is to compile basic constituent information into one spreadsheet. Inconsistent data-for example, phone numbers mixed with email addresses in one column See below for examples of incorrectly and correctly formatted data. Chances are you'll end up with an import-ready spreadsheet, similar to this one, that contains both constituent and gift information (gifts are in multiple columns).ĭata that is not formatted correctly will cause an error in the Flex Importer. If you’ve been using spreadsheets to manage your data, the Flex Importer (the tool used to import data into LGL) will be able to bring your data into LGL as long as each column contains consistent information of the same type as the field you will map that column to in LGL. Once you are working with the data you have exported from your current system, please read the "Migrating from spreadsheets" section below for instructions on readying your data for import to LGL You may also want to download a sample of an import-ready spreadsheet for reference. A custom system using a product such as Salesforce or FileMaker Pro.A standard donor management system such as FrontStream (formerly GiftWorks) or eTapestry.Excel or another spreadsheet application.The system you have been using most likely fits into one of the three types described in this article: ( Normalized means each data type, such as Email, Phone, Constituent Type, etc., has its own column.) Migrating from a standardized, off-the-shelf donor management systemīefore you can move your data into Little Green Light, it will need to be exported from the system you have been using and normalized/formatted for import into Little Green Light.Migrating to LGL from your current system In this article:
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