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Data Migration, Organization & Cleanup

Guidance for prepping and migrating data into LGL, and for cleaning up your LGL data

  • Preparing for migration
  • Migrating to LGL from your current system
  • Organizing your campaigns, funds, events, and appeals
  • Making bulk changes to your data
  • Working with leading zeros in Northeast zip codes
  • Compare your import file to a sample version
  • Using the Flex Importer
  • Data Dictionary
  • Migrating from QuickBooks to LGL
  • Migrating data from a LifeLine account to LGL
  • Import student and parent data
  • Formatting your phone number data
  • Bulk updating calculated addressee/salutation

Categories

  • LGL Training Course
  • Year-End Tax Receipts/Annual Statements
  • Getting Started
  • Data Migration, Organization & Cleanup
  • Importing
  • Home / Dashboard
  • Constituents
  • Constituent Searches & Lists
  • Fundraising (Gifts & Pledges)
  • Acknowledgments
  • Tributes
  • Appeals & Events
  • Searching
  • Reports
  • Mailings
  • Emailing
  • LGL forms
  • Integrations
  • Activity
  • International use of LGL (outside U.S.)
  • Billing & Payment
  • Security
  • Affiliates & Refer a Friend
  • LGL Best Practices
  • Quick Answers
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