Raisers Edge Migration Services - KELL Partners
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Raiser's Edge Migration Services

Raiser's Edge Migration Services

Migrate From The Raiser’s Edge To Salesforce

Migrating your data from The Raiser’s Edge to Salesforce is not a task you want to “figure out” or entrust to someone with inexperience. The Raiser’s Edge has more than 4,000 tables of data, and while the underlying format is consistent, the possibilities for how organizations utilize Gift Types, Constituent Codes, Attributes, Phone Types and use of Campaigns, Appeals and Packages (as well as other objects) requires careful consideration in the transformation to Salesforce.

70+
Raiser’s Edge Migrations

“Transitioning from 4 separate data sources (including Raiser’s Edge) to Salesforce is a massive task and the staff at KELL made it seem easy. Thorough without being overwhelming, detailed without being too “techy” and just all around great customer service; KELL was simply amazing! I honestly cannot say enough good things about our experience. Slightly disappointed I can’t give them more than 5 stars.”

Mapping & Analysis

To get started, we use a recent backup of your Raiser’s Edge data to create a data dictionary and analysis file of your data. From here we apply our standard map for the Salesforce Nonprofit Success Pack and modify as needed to match your needs. We’ll review your campaigns, attributes, phone types, constituent codes and more to transform and optimize these old codes into valuable information. 

Cleaning & Deduping

Prior to importing your legacy data, we’ll clean it, standardize the addresses, and dedupe your records. This best-practice approach gives you better insight to what the final result will be and provides more accurate data for your review and validation.

Cleaning & Deduping

Prior to importing your legacy data, we’ll clean it, standardize the addresses, and dedupe your records. This best-practice approach gives you better insight to what the final result will be and provides more accurate data for your review and validation.

Initial Load & Validation

With your old data cleaned, deduped and with a transformation plan in hand, we’ll perform an initial full load into Salesforce for your review. Your team will then have a chance to review the result and experience hands-on what Salesforce can do for your data. 

Final Load

Now it’s time to make the switch. We’ll work with your team to plan and prepare, then take another final backup of your Raiser’s Edge data and populate Salesforce. With your data successfully migrated, it’s go time! 

Final Load

Now it’s time to make the switch. We’ll work with your team to plan and prepare, then take another final backup of your Raiser’s Edge data and populate Salesforce. With your data successfully migrated, it’s go time! 

guide

7 Steps To Migrate From Raiser’s Edge to Salesforce

Get our top recommendations for ensuring a smooth and successful migration.

guide

7 Steps To Migrate From Raiser’s Edge to Salesforce

Get our top recommendations for ensuring a smooth and successful migration.

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