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Moving House: Steps for a Successful Data Migration

It doesn’t matter if8ixn547AT you have 100 records or 1 million records, the data import phase of a project can seem like a daunting task. It’s kind of like moving a 5 bedroom house. There’s extracting the data from your old system, or gathering it from various places it may live. There’s prepping it for import by removing duplicates and making sure that email and phone number fields are formatted properly. And let’s not forget figuring out what pieces of data you actually want to bring over into the new system. Once these steps are completed, along comes the biggest piece – actually importing the data. This is either done by someone within your organization or by an outside consultant. A variety of tools are used, some magic is performed and then you have a new system with data that looks familiar to you.

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Implementation Best Practices: Data

Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if incomplete, incorrect, or irrelevant data is present.
Read more about data best practices.

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Migrating from Common Ground to NGO Connect: Tips for Migration

Switching between two systems is always a tough process. The data migration, getting used to something new, having to change the way you and your team does things. It’s enough to keep you on an old system for years after you probably should have moved off. But for Common Ground customers, the switch is inevitable and decisions have to be made, since that product is being retired.

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Data Migration: Jitterbit Data Loader

Using a data import tool may not be a personally transformative experience, but it should be transformative for your data. Jitterbit is another good and free choice you have, and it has features that may not change your world, but they’ll allow you to do some neat things when updating or adding information to Salesforce. If you’re a data geek like me, that always provides a little thrill.

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Data Migration: DemandTools

The number one question I hear when dealing with clients who want to add new data to Salesforce is, “How can I make sure I’m creating duplicate records?” There isn’t a perfect solution to the problem, but there is a pretty darn good one. Check out DemandTools.

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Preparing Data for Import: Separating Couples’ Names

Whether you’re migrating from another database, or finally moving away from multiple spreadsheets to manage your data, there are a few principles you want to keep in mind, and some tools you can use in Excel or another spreadsheet program to achieve them. If your data has a separate Last Name column, and you have a single column in which couples’ names are together, you’ll want to separate them. Here is how.

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