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The Nonprofit's Guide to Data Migration

This publication guides you through the process of data migration step by step and provides real world case studies and conversation considerations.

You’ve chosen a new CRM that will best meet the evolving needs of your organization. How do you move all the data you’ve gathered in your existing system into the new one in a way that renders it accessible and useful and that takes advantage of all the features?


From the 40,000-foot level, the concept of data migration seems simple, but data needs to be told where to go and it needs context. Learn the milestones of a successful migration and read one nonprofit's case study to better understand the process and principles you'll need to follow to succeed.

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