Data Import
We can import your previous patron information and history. In almost all cases, this needs to be done PRIOR to going live in your new system, or additional charges will likely apply.
There are 3 import options:
Patron Record Import -
This import is included with your setup, if pre-formatted.
This is the most basic import including patron name, address, city, state, zip, email, phones (home, work, mobile). It can include notes about the patron and can also include list associations to be pre-built into your system. This should be submitted per our data import instruction document (let us know if you have not received this).
Contribution Import -
The cost is $350.
This import requires a Patron Record import above and additionally includes your donation records for each patron, such as date and amount of each donation. This data should be submitted per data import instruction document (let us know if you have not received this).
This can also include membership data. Importing the latter requires BOTH Patron Record and Donation Record imports mentioned above and additionally includes your membership records for each patron, such as membership type, level, active and expiry dates, etc.
Full Ticketing History Record Import -
The cost is $70 per hour of work required. Typically the import takes 7-24 hours if the data is well-formatted, 32-100 hours of not well-formatted.
This data import requires the Patron Record import mentioned above and additionally includes your ticketing records for each patron, such as purchase date, show, performance, number of tickets, person type for each ticket, the ticket price of each ticket, etc. This data should be submitted per data import instruction document (let us know if you have not received this).