Step 1-B: Compile Your Data
Your responsibility: Gather the data you wish to include in the data migration. Send it to your data migration expert, along with the Data Sign-off form (which will be sent to your primary contact via email).
Time frame: 1-4 weeks
Guidelines: Take your time with this step. Make sure that you gather all of the data that you want migrated into your new Sumac database. You will not have a chance to send more data for mapping.
As you prepare your data for mapping, make note of each file you sent, what you named it, and how you produced the data (e.g. reports, export settings). This helps you when you have to repeat the process in Phase 3 in order to send your data for the final migration.
Your data might include:
* Please be aware that this is just an example list. Your data may include much more than this, or less. What’s important is that you send us all of your data.
All your data must be sent in tables containing consistent patterns of columns and rows. Typically, this will mean spreadsheets (.csv, .xls, .xlsx) or tab-delimited text files (.txt).
Example of correct formatting:
We are unable to migrate data sent in the following formats:
Sending Us Your Data
When your data is ready to go, follow the instruction HERE, to send it to us securely.
If you need help extracting data from its current location, let us know. We have a Data Extraction service available for $350. Please note: It’s always better if you do your own data extraction because you know your data best. This service is intended for people who are really stuck and can’t get their data out themselves.