Introduction
Welcome to WeGive! We are thrilled to have you on board. This article is designed to help you and your team determine your data migration needs and decide upon a migration plan.
Data cleanup and migration can be overwhelming, but we find that having a comprehesive plan in place from the start is an essential part of a smooth onboarding. Once the plan is in place, the data migration process can proceed quickly, and you will have all your existing data in WeGive as you continue customizing the look and feel of WeGive for your team and supporters. So let's jump in!
There are a number of considerations to make, and we'll walk through them all. If you have additional questions about any step, don't hesitate to reach out to our onboarding team at [email protected], or click on links to read more about a particular topic in our Help Center.
Key Questions
What to ask yourself as you begin planning your data migration.
Are you bringing in data from one or more sources when switching to WeGive?
Will you be able to use a Supported Integration to help migrate data?
Use an integration to perform a one-time system sync to move all data to WeGive.
Set up an ongoing sync with a Supported Integration to use WeGive and your CRM.
Are you planning on migrating data yourselves or using WeGive's Professional Services? Email [email protected] to explore our Professional Services offerings.
Planning Your Migration
Follow these steps to plan your data migration.
Use the below list of Supported Integrations to determine if you'll be migrating data with or integrating your CRM with one of our integrations.
Look closely at our Migration Scenarios below to determine which best matches your needs.
Use your scenario's linked help article to explore our in-depth guides on how to migrate your data.
Explore our professional services to assist in your migration and integration by emailing [email protected].
Migration Scenarios
Let's take a look at the most common data migration scenarios.
Scenario 1: You are not using a supported integration and do not need to move any existing data.
Example: You are a new organization that wants to begin accepting donations, engaging supporters, and managing your people with WeGive!
No data migration action is needed!
Scenario 2: You would like to import existing data to WeGive without using an integration.
Example: You are moving completely from PushPay to WeGive.
You'll use our data import tool or reach out to [email protected] to discuss Professional Service plans.
Scenario 3: You are planning on using an integrated CRM and WeGive.
Example: You are moving away from DonorPerfect to use Planning Center integrated with WeGive.
You'll setup your CRM exactly the way you want it and integrate with WeGive. Click on the appropriate Supported Integration below for a complete guide to integrating your platform.
Scenario 4: Your organization is moving away from a supported CRM to WeGive exclusively.
Example: Your organization uses Planning Center as its CRM and you want to move entirely to WeGive.
Ensure your CRM is correctly configured. Find your CRM below or email [email protected] to set up Professional Services. Once your data is synced to WeGive, disable the integration and begin using WeGive with all your historical data.
Scenario 5: Your organization is moving to WeGive and integrating with your existing CRM
Example: Your organization uses Salesforce NPSP and you want to integrate with WeGive.
Ensure your CRM is correctly configured, then integrate with WeGive following the appropriate Supported Integration guide below. Or, email [email protected] to set up Professional Services.
Scenario 6: Your organization wants to continue using its unsupported platform in addition to WeGive
We are always working on new product features and releases. Email [email protected] to inquire about [ if your requirements are just over the horizon, or [request a custom integration].
List of Supported Integrations
Click on each platform for a complete guide on setting up the integration