Step 2b – We Map Your Data

Our responsibility

Your data migration expert will analyze the contents of each spreadsheet your sent them in order to determine how your data will be migrated to Sumac. If there are:
a) more than 350 fields of data
b) more contacts than your Sumac license allows
c) record types that are not included in your Sumac license
Your data migration expert will notify you and present you with options for handling each point of concern.

If the data you sent conforms with Sumac’s terms, we will proceed to create a Data Mapping document that specifies how the data in each column of each file will be migrated, and where it will live in Sumac. They will mark any data that requires further attention with “###”. When the Data Mapping document is completed, your Sumac migration expert will send it to you for review.

Standard Time frame

1-2 weeks