We use cookies to make your experience better. Learn more about how and why.

Nonprofit Data Migration: Bring Your Donor History With You

Data migration

Move contacts, gifts, activities, and pledges out of your old system and into DonorDock, with a real person helping you map the file.
Switching donor databases is the part everyone dreads, usually because the last migration went badly. DonorDock imports eight record types from a spreadsheet or another CRM, and a team member will sit down with you to review your file before anything is committed.
A nonprofit staff member and a DonorDock team member reviewing a donor data mapping file together before an import.
The DonorDock import screen showing the record types available to import, including contacts, gifts, activities, notes, and pledges.

Your history comes with you

The fear with any migration is arriving in a new system with a contact list and nothing behind it. Eight record types import into DonorDock, so the giving history you spent years building comes across intact:

  • Contacts — individuals, organizations, and households
  • Gifts — including the campaign, appeal, and fund each one belongs to
  • Pledges — with balances and schedules
  • Activities — calls, meetings, event attendance, volunteer hours
  • Notes — the context that lives nowhere else
  • Campaigns, Appeals, and Funds — so your reporting structure survives the move

Do not forget the monthly donors

Recurring gifts are the piece most migrations break. If you are moving card-on-file subscriptions, DonorDock offers Stripe payment migration services so your monthly givers are never asked to re-enter anything and your recurring revenue does not dip during the switch. See migrating recurring donations for how that works.

The import tool keeps earning its keep

The same tool you use on day one still works after. Teams use it to bulk-edit existing records, add gift tags across a batch of gifts, load event attendance after a gala, and pull activity data in from other systems. See bulk importing for the ongoing side of it.

A nonprofit team moving donor records out of an old system and into DonorDock.
The DonorDock import screen showing the record types available to import, including contacts, gifts, activities, notes, and pledges.

Frequently Asked Questions

What data can I move into DonorDock?
Contacts, gifts, activities, notes, pledges, campaigns, funds, and appeals. Files come in as CSV or Excel.

Will I lose my giving history?
No. Gifts import with their campaign, appeal, and fund attached, and pledges keep their balances, so historical reporting still works after the move.

Do I have to figure out the mapping myself?
No. You can book a mapping consultation with a DonorDock team member who reviews your export before you import it.

Which systems have migration guides?
Seventeen, including Bloomerang, DonorPerfect, Raiser's Edge, Little Green Light, eTapestry, Kindful, Neon, Network for Good, Salsalabs, GiftWorks, Servant Keeper, Blackbaud Luminate Online, DonorBox, Pushpay, Eventbrite, Mailchimp, and QuickBooks Online.

What happens to my monthly donors?
DonorDock offers Stripe payment migration services so existing recurring gifts transfer without asking donors to re-enter their payment details.

How are duplicates handled?
Duplicate contact detection runs during the import, so you can resolve matches before they become separate records.

A nonprofit team moving donor records out of an old system and into DonorDock.
The DonorDock import screen showing the record types available to import, including contacts, gifts, activities, notes, and pledges.
A nonprofit team moving donor records out of an old system and into DonorDock.
User ratingUser ratingUser ratingUser ratingUser rating
G2 rating badge in yellow
Trusted by 7,600+ users

You'll believe it when you see it.

Schedule a demo and see why 7,200+ people trust DonorDock for their CRM.
Integration iconIntegration iconIntegration iconIntegration iconIntegration iconIntegration iconIntegration iconIntegration icon

Get more value from your tools

Connect your tools, connect your teams. With over 100 apps already available in our directory, your team’s favorite tools are just a click away.

Start building meaningful donor relationships today.

Your fundraising in one place.
Donor Dock-Shapes1-06