Nonprofit CRM Data Migration with Julep: Best Practices for Fundraisers & IT Teams
For Fundraising Directors: A Seamless Switch with Julep
Julep makes nonprofit CRM data migration simple and stress-free for development teams. The conversion process includes:
Step-by-step onboarding with dedicated support
Pre-migration planning focused on cleaning and mapping donor data
Tailored setup to match fundraising workflows
Julep minimizes downtime and data loss by validating data at each stage, ensuring a smooth cutover with minimal disruption. Security is a priority—data is encrypted and transferred via secure protocols to protect donor privacy and ensure compliance.
Common migration challenges, like duplicate records and mismatched fields, are solved through Julep’s data cleanup and mapping support. Fundraisers are encouraged to follow a pre-migration checklist:
Audit data
Remove duplicates
Map fields
Tag donor types
Coordinate with Julep’s team
Switching CRMs doesn’t have to interrupt operations or compromise data integrity.
For IT Departments: Julep’s IT-Friendly Migration Process
Julep’s structured, secure data migration process includes:
Collaborative mapping and formatting of legacy data
Encrypted data transfers to meet compliance standards
A 3-week average conversion with minimal strain on internal IT teams
Julep reduces downtime through carefully scheduled migrations and behind-the-scenes transitions. Common technical pain points like inconsistent data formats, field mismatches, etc are mitaged through Julep’s conversion process.
The pre-migration checklist focuses on:
Field structure mapping
Deduplication
Compliance checks
Performance configuration