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, appeals, events, and gift categories
- 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