Database Cleanup - Merging organizations with multiple locations

Sanaa Elhashmy
Sanaa Elhashmy
Second Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Hello everyone! What are the best practices for managing organizations with multiple locations so that we can track each gift and determine from which location it was received?

Comments

  • Alex Wong
    Alex Wong Community All-Star
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    @Sanaa Elhashmy
    this depends on a few factors:

    • what is your CFAP setup?
    • Do you use FE NXT as your financial system and does “which location” need to be posted into FE?
    • depending on above, you can consider using Gift Subtype, CFAP, Gift Attribute/Custom fields
  • Christine Robertson
    Christine Robertson Community All-Star
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    @Sanaa Elhashmy As @Alex Wong said, there are a lot of factors that can change the answers to this question. Here's how I would build a plan for this type of a project.

    1. Assuming that the systems that you're merging together likely have differing code table structures, start with building your plan for all of the systems (Campaigns, Funds, Appeals, Packages and other fields). You may also want to look at other fields in that process (such as the Gift Subtype, Custom fields/Attributes and the Gift Code). Base this plan off of needed functionality in reporting, lists, etc.
    2. Identify what steps need to be taken in order to synchronize all of the systems into your new plan.
    3. Deactivate all former codes. You can leave a trail of the former codes via Gift Custom Fields/Attributes if needed as a reference.
    4. Carefully document your plan and train all team members who will enter or work with the data on the new structure.

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