Conversion to etapestry from Giftworks

Joy Bowman Lim
Joy Bowman Lim
Fourth Anniversary Facilitator 1
in Blackbaud eTapestry® General Discussions
Does anyone have experience with the Giftworks conversion to etapestry. I'd like to connect if you do! Thanks

Comments

  • Robert Burch
    Robert Burch
    Eighth Anniversary Name Dropper Participant Facilitator 1
    Yes - we did this for our operation in New Zealand.

    We exported all the account data into a spreadsheet, cleaned it up manually and then imported it into eTapestry. Note you can only import 1,000 records at a time and, generally, only one country (of the Constituent) at a time.

    We did individuals and organisations separately.

    Once we had all the accounts into eTap, we then exported all the donations from GiftWorks in the same way and imported them iinto eTapestry. This, is a much higher volume operation but very little cleaning up is required.

    It is important to import things which, although you will not use in the long-term, are needed for data migration. We, therefore, have a GiftWorks ID field in eTap but, once the migration was done, we disabled it so it does not appear for new accounts.

    Happy to answer any further questions.

    Rob
  • Joy Bowman Lim
    Joy Bowman Lim
    Fourth Anniversary Facilitator 1
    Hi Rob,
    Thanks for responding to my question on conversion to
    etapestry from Giftworks. Your response was helpful. It
    sounds like you had a standard conversion package from Blackbaud,
    and handled the Giftworks conversion yourselves. Is that
    correct? We gave Blackbaud a copy of our giftworks database,
    and they are handling the conversion.


    I'm wondering how it was for you and/or your staff to adapt to
    using etapestry after using Giftworks. Is there anything that you
    think would be helpful for me to keep in mind as I make the
    switch? :Let me know-

    Thank you!

    Joy





















    Joy BowmanLimDEVELOPMENT DIRECTORShe, Her,Hers1500Orthodox StreetPhiladelphia, PA 19124(215) 533-5368 x122



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