01
Assess & inventory
Current-system review, object inventory, and a clear picture of what must move — gifts, households, preferences, notes, custom fields.
Nonprofit CRM migration
Move the donor database without losing the story.
Inventory, cleanup, field mapping, test migrations, cutover, training, and post-launch support — for Salesforce and other nonprofit CRMs we actually implement.
Engagement stages
From inventory to go-live ownership.
02
Clean & map
Duplicate resolution, field mapping, soft credits, recurring gifts, campaigns, consent, and attachments planned before any cutover.
03
Test & validate
Test migrations, data validation, user acceptance testing, and reconciliation so launch is not the first time anyone checks totals.
04
Cut over & support
Cutover plan, historical archiving, documentation, staff training, and post-launch support while the new CRM becomes muscle memory.
Common risks
Where donor data usually breaks.
Unowned duplicates
Two “truths” for the same donor travel into the new system and poison segmentation forever.
Gift history without relationships
Households, soft credits, and appeals lose context if mapping is rushed.
Integrations assumed to “just work”
Forms, donation processors, and email tools need explicit cutover owners.
Training treated as optional
A clean CRM that staff cannot operate becomes a spreadsheet within six months.
Related
Migration sits inside a wider house.
Questions
Before we map a single field.
- Which CRMs do you migrate to and from?
- Salesforce NPSP and Nonprofit Cloud are our primary specialty. We also work with HubSpot, Bloomerang, EveryAction, Blackbaud NXT, DonorPerfect, and similar nonprofit stacks. We will not claim a platform we cannot support.
- Who owns which responsibilities?
- Your team owns source-system access, business rules for merges, and UAT sign-off. We own mapping design, migration engineering, validation scripts, training materials, and cutover choreography — unless a different RACI is written into the SOW.
- Can you clean data without changing CRMs?
- Yes. Deduplication and hygiene engagements are common. Migration is the best moment to clean — not a reason to skip cleaning.
- How does this relate to your CRM consulting service?
- CRM consulting covers architecture, automation, and ongoing health. This page focuses on the migration project itself. Many engagements include both.
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