Guided migration

Bring your fundraising history. Leave the cleanup to us.

Move from Donorbox or another fundraising platform without abandoning the donor history, campaign context, and reporting your team depends on.

A controlled transition

Nothing moves on hope alone.

Every migration follows a clear map, a staged validation, and a reconciled handoff.

We review donors, campaigns, gifts, recurring plans, designations, and the fields your team uses every day.

Imports are staged, duplicates are resolved, exceptions are surfaced, and totals are reconciled before cutover.

We confirm the new workflows with your team and stay close through the transition.

What comes with you

Contacts, campaigns, gift amounts, dates, designations, and source references retain useful context.

Plan details are mapped; stored payment credentials stay with the current processor and may require donor reauthorization.

Imported records remain identifiable, source IDs prevent duplicates, and totals are checked before launch.

Your team receives a clear cutover plan, issue list, and ownership for any follow-up work.

Tell us what you use today and what absolutely has to come with you.