Data Migration Guide:
IntroductionRequired Response Time
Standard Time Frames
Step 1 - Preparation
a. Choose a Primary Contact
b. Compile Your Data
Step 2 ‒ Data Mapping
a. We Assess Your Data
b. We Map Your Data
c. You Review Data Mapping
d. We Amend Data Mapping
e. Sign-Off
f. Schedule Orientation
Step 3 ‒ Data Transfer
a. Send Your Data Again
b. We Migrate the Data
Step 4 ‒ Implementation
a. Orientation
b. Start Using Sumac
c. Clean Your Data
d. Contact Us
Step 2f – Schedule Orientation
Your responsibility
Set a date and time for your data migration orientation with a Sumac Guru.
Standard Time Frame
1 day
Required Response Time
1 week
Guidelines
The orientation session is intended to help smooth the transition to your new database. If you are entitled to training, it will be scheduled in tandem with the orientation session. Your orientation date will serve as our deadline for migrating your data and installing your database.