Use this alongside the migration guide. Work through the decisions first, then the mapping, then the cutover. Keep the completed workbook — it is the only documentation of why your data looks the way it does.
Donor data
CRM migration workbook
The field-by-field mapping sheet, decision log and cutover sequence we use with design partners.
6 min readBeneora product team
Takeaway
Migration failures are decision failures, not import failures. Make and record the twelve decisions below before you export a single file.
The template
Tick items on screen, or print this page — the checklist is laid out to print cleanly.
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We write these from partner sessions
If this matches your week, a working session is the fastest way to make the product fit it. Partners see the honest status of every module and are never charged for a prototype.