Resources for Your Data Migration
Shelters & Transitional Housing Configuration Data Preparation Instructions
Introduction This page is meant to provide you with information on how to populate your transitional shelter case management specific data into the Shelters & Transitional Housing build template that you downloaded from the template-based migration ...Health & Social Services Configuration Data Preparation Instructions
Introduction This page is meant to provide you with information on how to populate your health & social services case management specific data into the Health & Social Services build template that you downloaded from the template-based migration ...How to securely send us your data?
If you have data you would like to send us, it is important to get it to us securely. The best way to do this is to use a file sharing service. We prefer to use sync.com since it is hosted in Canada and complies with various global security ...1. Instructions (Start Here)
Introduction If you have generally simple data and have opted to migrate using templates, you're in the right place! A template based migration requires your data to be in a spreadsheet format so that you can copy and paste it into these templates. ...8. Pledges Data Preparation Instructions
Type of information that goes in this tab of the template: A PLEDGE is a promise from a CONTACT that the CONTACT intends to make one or more DONATIONS. A PLEDGE may include detailed payment instructions to enable you to collect the funds pledged. ...6. Time Dockets Data Preparation Instructions
Type of information that goes in this tab of the template: Time dockets record the time spent on a particular program by a particular contact. The time can also be related to a client. If you diligently gather time dockets, then Sumac reports can ...7. Memberships Data Preparation Instructions
Type of information that goes in this tab of the template: Each MEMBERSHIP record describes member information for one time period (typically a year) for one CONTACT. Every row is a new MEMBERSHIP record for each CONTACT when the CONTACT becomes a ...5. Relations Data Preparation Instructions
Type of information that goes in this tab of the template: RELATIONS records are where you indicate links between any two CONTACTS in the database. Types of links that might be recorded as relationships: Family relationships A contact being a member ...4. Communications Data Preparation Instructions
Type of information that goes in this tab of the template: This tab is where you will enter any interactions you have, with a CONTACT in your database, that requires a date but does not require you to track the duration of the interaction. Some ...3. Donations Data Preparation Instructions
Type of information that goes in this tab: Records of any voluntary transfer of property without valuable consideration to the donor such as monetary gifts in-kind gifts gifts meant for auction securities and other monetary instruments Funds received ...2. Contacts Data Preparation Instructions
Type of information that goes in this tab of the template: This template is for ALL the records in your data that will end up as CONTACTS in Sumac. Here are some examples of what a CONTACT may be: an entity that makes DONATIONS and receives ...
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