Once your Neon CRM custom import is complete, your assigned Professional Services Consultant will review the import for quality assurance. If they are satisfied that there are no errors, you will be notified that the import is complete. We do ask that you do your own review upon receiving access to your Neon CRM system as a final check.
Watch this 13 minute video for an overview of key areas of the system to check. Learn a bit about the structure of your new database as you go.
Review Tips
There are a few things to keep in mind as you review your professional import:
- In many cases, the number of accounts and the transaction totals in your Neon CRM system may not match your old database. This is due to de-duplication, differences between Neon CRM's transaction tracking and your former system's tracking, and other deviations between your old system and Neon CRM.
- Data that was tracked in one place in your old system may be tracked differently in Neon CRM. For example, Neon CRM tracks donations, event registrations, memberships, and store purchases as separate types of transactions. If your previous system tracked all of these transactions as "donations," you may get different results in reports than you are used to.
- Remember that you may have elected not to import some data into Neon CRM. If you chose not to import accounts created prior to a certain date, for example, you will not find them in Neon CRM, even if they were included in the data that you provided for import.
The easiest way to review your custom import for errors is to compare the spreadsheets that you sent your Professional Services Consultant and reviewed during your data consultation with the data in your Neon CRM system. These are the spreadsheets that were used to conduct your professional import. If you see something missing from your Neon CRM system, it is likely that it was not included in this data.
Accounts
Do you have the expected number of accounts? You can view a count of all accounts in your system by going to Accounts Accounts.
The total number of accounts in your system is displayed in the bottom row.
- Were households and other relationships created as expected? (Either creating accounts for all parties or creating sub-accounts)
- Was there any data that you had asked to be imported to custom fields? Is the data correct on the appropriate accounts?
Donations
Search for an account using the search bar in the upper-right corner.
On the account, navigate to the Donations section which will show all donations for this account.
Click on the expand/collapse caret to view more details.
For even more information, click on the Donation Amount to view the full record.
- Is the donation date correct?
- Is the payment information correct?
- If applicable, is the donation assigned to the appropriate campaign, fund, and/or purpose?
- If applicable, is the donation assigned to the appropriate solicitor?
Memberships
Search for an account using the search bar in the upper-right corner.
On the account, navigate to the Membership section which will show all membership transactions for this account.
Click on any membership transaction to view more details.
- Do the appropriate accounts have memberships?
- Is the membership transaction date correct?
- Are the membership term start/end dates correct?
- Is the membership level correct?
- Is the membership fee correct?
- Is the payment information correct?
- If your data included household group or company group memberships, do the appropriate accounts have memberships and sub-memberships?
Event Registrations
Search for an account using the search bar in the upper-right corner.
On the account, navigate to the Event Registrations section which shows all event registrations for this account.
Click on any event registration to view more details.
- Do the appropriate accounts have event registrations?
- Is the registration date correct?
- Is the registration total amount correct?