Data Services

 

Import Service

Data Experts Review, Clean, Import & De-Dupe your Spreadsheet Data

Send us your Data and we take care of it!

Or Just Email your Data to [e-mail] with a Description and we'll dig in.

Data > Data Services

Duplicate Data from one Account to another, Update Data on Back End, Migrate Data, etc.

Please let us know what you need!  

Please "Contact Us" from Help or Email:  [e-mail]

If you'd like to discuss, please pick a time that works best for you:
iDONATEpro Technical Support Calendar

Back End Data Services 

Let Us Know What You Need and We'll Provide An Estimate 

Account Duplication

Duplicate Data to another Account (Details Below)

Full Data Export / Dump 

All Account Data Exported in Separate Tables, Linked by Key Fields 

External BackUp 

Reliable Offsite Backups for the Highest Security Considerations Possible 

Account Duplication

Duplicate Data from one Account to Another. 
(New Companies/Campaigns or transferring Client Data)

Account Duplication can be of an Entire Account
 - or-
Limited to Campaign(s) and/or Contacts linked to Groups, etc.  

Needed:

• Written Approval of both Account Owners 
• Specifically What Data to Migrate
• Account Duplication needs to be Scheduled after Written Approval.

If there are Prospects that haven't given or called that you want transferred, just create a New Group linked to the Campaign and add them to the Group.
 
Data Sets:
 
Contacts   (with all non-campaign specific data)

• All Contact Data with Names, Titles, etc.
• Phones
• Emails
• Websites
• Addresses
• Bio
• Giving History Text
• Alumni
• Associates

 
Campaign Specific Data

• Pledges
• Donations
• Calls / Meetings
• Contact Notes
• Groups
• Events w/ Attendees and Co-Hosts
• Bundler Commitments
• Batches

 
Non Duplicatable Data

• Communications / Emails from one Account to another as they are tied Domains, etc.