Data Migration

Step 4-B: Start Using Sumac Right Away!

Your responsibility: Start using Sumac right away! Start manually entering data that changed or came in during the migration. This is the best way to practice and learn how Sumac works, where things go in Sumac, and how your data is organized. Try producing the reports you need right now. Learn to search for the data you need to access frequently.

Time frame: Right Now!

Guidelines: Dive in!

  • Start manually entering data that changed or came in during the migration. This is the best way to practice and learn how Sumac works, where things go in Sumac, and how your data is organized.
  • Try producing the reports you need right now.
  • Learn to search for the data you need to access frequently. Don’t forget about the Data Mapping document. It tells you exactly where your old data ended up in Sumac.
  • Your data will most likely not be organized in the same way as it was in your old system. Things that you are used to seeing together in one place might be stored and organized separately, or the pre-built reports you used to rely on may not exist. Don’t panic! Remember that you chose Sumac to manage your data better.
  • Our Sumac gurus are always just a quick email or phone call away. If there’s a problem, we’ll help you fix it. If you don’t know how to do something, we’ll show you how.
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    Key Considerations:

  • You are new to Sumac, and there will be a learning curve.
  • If you think there are problems with your data, contact a Sumac Guru! Any data concerns must be reported within 45 days of migration.
  • If you spend more than 5 minutes trying to perform a task, contact a Sumac Guru!
  • If you are unsure how to perform a task, contact a Sumac Guru!
  • If you think Sumac can’t perform a task, contact a Sumac Guru!
  • If you have any doubts, concerns, questions, contact a Sumac Guru!
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