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I will do donor data migration from raisers edge or spreadsheets
Nonprofit CRM Expert! Donor Management and Automation
Hi, I'm Nancy Hardy, a nonprofit CRM and automation specialist. I help charities and nonprofit organizations streamline donor management, fundraising, and daily operations.
My services include Salesf...
About this Gig
Moving donor data without losing giving history? I help nonprofits migrate donor data from Raisers Edge exports or spreadsheets into clean, import-ready files.
You get careful donor database migration with gift history kept intact and matched to the right donor record.
What you get:
- Review of your export or spreadsheet
- Field mapping to your new system
- Cleanup of formatting issues and duplicates
- Giving history linked to each donor (Standard and Premium)
- Import-ready files
- Record count check (Premium)
How it works:
- You message me with your project details.
- Share your export or spreadsheet.
- I map, clean, and prepare your data.
- Review the files and request revisions.
Not included: CRM setup, importing into your live system, and paper-record data entry.
Message me before ordering so we can confirm your project details.
Platform:
Excel
•
Google Sheets
•
Microsoft Office
Development technology:
Excel
•
Power BI
•
VLOOKUP
Expertise:
Formatting
•
Fixing
•
Dashboard
•
Cleaning
•
Data validation
FAQ
What source data can you work with?
Raiser’s Edge exports and spreadsheets (CSV or Excel). Please share a sample before ordering.
Will my giving history be kept?
Yes, in the Standard and Premium packages. Gifts are linked to the correct donor record. Basic covers donor records only.
What will I receive?
Cleaned, mapped, import-ready files. Premium also includes a record count check report.
How many revisions do I get?
Basic has 1, Standard has 2, and Premium has 3. Revisions cover changes within the agreed scope.
What is not included?
CRM setup, importing into your live system, and data entry from paper records.
