Getting your data into Bloomerang
We know that no fundraiser looks forward to a data conversion. In fact, the prospect of a conversion sometimes prevents fundraisers from making a software change – even if that means keeping a system you can’t or won’t use.
That’s why the goal of Bloomerang’s conversions team is to make the process as painless as possible, while at the same time taking great care with your data in order to set you up for success in using Bloomerang.
Not only has our expert team of dedicated Conversion Project Managers and Conversion Programmers seen every database and data type in the sector, but many have themselves worked as fundraisers and database admins for nonprofits.
They know the pain of having bad data.
That’s why we won’t just spend an hour cramming your data in and wish you good luck. We’re here to help you succeed.
“I was actually expecting pain and agony for this conversion – I’ve done a number of migrations to other platforms and I truly expected it to be much worse than it was! Our Project Manager made it the easiest possible migration ever.”
– Lily Meyer, American Friends of Beit Issie Shapiro
Choosing the best type of conversion for you, your team and your data
Over the years we’ve learned what type of initial data entry works best to ensure long-term success for Bloomerang users depending on their unique needs.
In addition to affordable self-service options, we offer custom, individualized conversions and implementation assistance that will ensure a smooth transition of your data onto the Bloomerang platform.
The first thing you need to know is that we’re going to need your help. No one knows your data–and what you want to do with it–better than you do.
With that in mind, there are two ways we (together) can move that data into Bloomerang: Custom and Basic Conversions. You can also choose to import data yourself, but that comes with some caveats.
|Work Done by You||Data Converted||Data Consulting|
|Custom||We do almost everything.||A little.||Everything.||Heavy data analysis with filtering/cleaning +|
fundraising and data management planning +
training on best practices for Bloomerang data
|Basic||We help you out.||A fair amount.||All your constituent information plus transaction OR|
|Light data analysis + 30 minutes of customized|
training on your live database + training on best
practices for Bloomerang data management utilization
|Self Import||Zero.||A ton (maybe more than it’s worth).||It depends.||None.|
Custom conversions are where we make the magic happen. We start with whatever you have to give us and work with you to make sense of it all, to clean it up, and to get it into Bloomerang in a way that supports the fundraising and data management plans we help you build along the way.
Not to mention the incredible training you get through the personal support of your Custom Conversion Project Manager. That’s right. You’ll have a name, an email address, a phone number to call whenever you have a question throughout the entire process.
“The experience wasn’t what I was expecting at all! I assumed it would take much longer than it did. I was extremely satisfied with the outcome of the conversion process.”
– Thomas Benoist, The Cabaret
This isn’t about being in a rush. It means that – while you may have a lot of it – your current data is fairly straight forward (no more than two .CSV files, does not include event or volunteer tracking, pledges/payments, recurring gifts, prospect management, soft credits, or tributes). The data needs to be organized when you send it to us, but not perfect.
Your Conversions Project Manager will work with you to help clean up your data to make sure you don’t run into problems down the road.
“Can’t think of anything that would’ve made this process better. We are very happy with our conversion to Bloomerang.”
– Johannah Ruddy, Albuquerque Rescue Mission
Self Import is really only ideal for folks who know what they’re doing and who aren’t working with complex data. There’s a finite list of importable fields, all of which require you to format your data to our exact import specifications.
Our team is available to examine your files to make sure they’re compatible with our import tool, but we’d much rather be your partner throughout the process. Often times those who think they’re saving money find that the time and headaches spent trying to import their own data were much more costly.
If Bloomerang is your first solution and you’re just starting to track constituents, no conversion may be needed. If you have less than 100 constituents and only a few recorded transactions or interactions, we’ll show you how to enter those manually.
Still not sure which is right for you?
This flow chart is the quickest, surest way to see which type of service is the best fit for you, your team, your data, and (let’s be honest) everyone’s sanity.