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How to Get Your Organization (and Your Data!) Ready for Data Migration


August 26, 2020
1 p.m CDT

Hosted By

Tim Sarrantonio headshot
Tim Sarrantonio
Director of Strategic Partnerships, Neon One
Kristina Jakstas headshot
Kristina Jakstas
Director of Professional Services, Neon One


65 minutes



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Want to know a secret? Nonprofit tech companies hate talking about nonprofit data migration. You’ll see tons blogs about the importance of donor retention, or proper segmentation, but very few on the basics of creating and delivering on a solid migration strategy.

The truth is, moving data is not a one-size-fits-all process. It can be tricky, and it requires a lot of thought. To make things more challenging, data is often stored across multiple systems that are managed by different people within an organization.

The success of your CRM usage is vitally dependent on solid and accurate data. We work with 35,000+ nonprofits, so we understand how a rocky migration process can impact an organization. That’s why we’ve spent years developing multiple import strategies, and now, we’re going to show you how we do it.

In this webinar, we’ll walk through critical questions to ask across your organization as you prepare for data migration. We’ll talk through the most important considerations for your team to discuss, including:

  • Where do you want (or where should) your data be stored in the future?
  • How can you export/compile your existing data?
  • What is “data clean-up” and do you need to do it?
  • What data updates/appends should you consider (e.g., NCOA)?