E-Tap’s export process is to send you text (46) files that are inter-dependent on unique ID to “fields” and not records. I was expecting a variation of a csv output that I could manipulate but instead got rocked with these files. You will need an expert to “rebuild” BUT I skirted the process prior to the cutoff date from E-Tap by exporting journal entries and constituents/accounts by year to a spreadsheet and confirmed the “total” annual amounts with the text file export from E-Tap. Funraise also has a sandbox to import/map fields into and has an intensive process to qualify the import but its a good place to confirm financials etc.
Funraise uses the email address as the primary key so if you have a record with multiple emails tied to giving from one donor, you need to manage that under one email address.
Process is lengthy and requires time management and planning. Chunking the export by year helps accountability on accuracy before moving to the next year.
Also a good opportunity to “clean” data and filter what is necessary into Funraise and what needs to be separated but accessible to reference.
Keep an eye on the Payment Processing with Blackbaud as recurring or monthly donations will need a line in the sand so you need to manage communication to donors transferring the new payment process via Funraise. be careful here as donations after the cutoff could end in a black hole.
- Confirm the necessary fields that map into Funraise from E-Tap
- Create queries that export data from fields YOU are not bringing over with the record ID so you can reference against record ID in funraise
- Give yourself plenty of time between the export from E-Tap and the cutoff date. You will need access to E-Tap while importing into Funraise.
- E-Tap’s team need a little over 24 hours (depending on # of records) to provide you with their export.
Play in the sandbox as long as you can before importing into Funraise. However once you start the import, Funraise’s team is EXCELLENT working with you on quality of data importing.
There is a lot more so reach out if necessary… hope this helps