Process of Migration (Donor Strategy)¶

Phase1- Import Essential data¶

Phase 2 - Categorize the records¶

Phase 3- Import Interests¶

Phase 4 - Import Relations¶

Phase 5 - Import associate multiple records of member¶

• Legacy
• Alumni
• Awards

Phase 6 - Communication¶

Phase 7- Events¶

Phase 8 - Import Gift Aid Declarations¶

Phase 9 - Import Gift/Donations or payments¶

• From table Trans/Pledge, import columns such as

1. Amount

2. TransDate

3. PayMethod

4. RecType

5. EventID

6. TransDesc

7. TransNo

• Optional : If customer want other fields,Potentiality could import those and can keep in back end (but it won't be shown in interface, can be shown in future depending on the upgrades)
• For each record if it is linked to Pledge, PledgedDate would be activeDate(Expected date), TransDate would be the actual date

Phase 10 - Mark recurrent payments/pledges¶

Customer should give the following details for those members who has pledged/ offered for the CURRENT active recurrent payments.

• ContactID/PCode
• Member Name
• TransNo
• PledgeID if this payment is a Pledge
• Date of the last paid installment
• Frequency ( say, monthly, yearly, half yearly, or number of months)
• Number of installments left

Column mappings¶

Typical column mappings for DS DB done for some clients are shown below

Main¶

DS Tab name	Table	Description	DS DB columns	Field name in Donor Strategy Interface	Field name in Potentiality interface	Potentiality DB column names
Main	Contacts	Title / Name / Surname / Former Surname (if applicable)	Title	Title	Title	title
Firstname	Name	Firstname	fname
Surname	Surname	Surname	lname
Former name	Former Surname	Former Surname	flname
Address Type / Address / Country	Contact Type (I /O)

Extras¶

Address¶

Comms¶

Category¶

DS Tab name	Table	DS DB columns	Field name in Donor Strategy Interface	Field name in Potentiality interface
Category	Types + CntTyp	CatDesc	Category headings	Category Tab Altogether

Relate¶

Giving¶

GIft Aid¶

Legacy¶

Event¶

Alumni¶

Awards¶

WebConnect¶

Identify admin users and mark them as admin user at PTLY.

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sub-pages¶