Data Migration Guide:Introduction
Required 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
f. Schedule Orientation
Step 3 ‒ Data Transfer
a. Send Your Data Again
b. We Migrate the Data
Step 4 ‒ Implementation
b. Start Using Sumac
c. Clean Your Data
d. Contact Us
Step 3b: We Migrate the Data
Your Sumac data migration expert formats and imports your data, as outlined in the approved Data Mapping document. When the migration is complete, we will install your database and provide you with instructions for accessing it.
Standard Time frame
In addition to following any instructions specified in the Data Mapping document, your Sumac data migration expert will make the following changes to the formatting of your data so that it conforms with Sumac’s requirements:
- Mandatory Fields: Mandatory fields in Sumac must contain data. If any of your incoming records do not have data for mandatory fields, we will populate the field with a default value. For a complete list of mandatory fields and their default values, please consult the Data Migration Terminology and Defaults Guide.
- Defaults for Fields Requiring a Specific Format: Certain fields in Sumac require data to be entered in a specific format. If any of your incoming records are not correctly formatted, we will re-format it according to set defaults in order to conform with the field requirements. For a complete list of default formats, please consult the Data Migration Terminology and Defaults Guide.
- Duplicate Contacts: Because we cannot make assumptions about client data, we are unable to identify and completely remove duplicate records from incoming data. We will, however, employ some measures, at the time of migration, to reduce the number of duplicate contacts. For details on how we deal with duplicate contacts, please consult the Data Migration Terminology and Defaults Guide.
All other data will be left as is. This means that any data errors already existing in your current system will be transferred to Sumac, unless they have been specifically addressed in the data mapping document.
We encounter small data problems in virtually every data migration we perform. Any problems encountered during migration (e.g. missing mandatory data, ambiguous data) will be noted in the Data Mapping document, and we will provide reports for you to review with your Sumac guru during the implementation phase.
We cannot make any assumptions about your data. This means that, unless specified in the Data Mapping document, we will not address the following data problems:
- Duplicates Contacts: if the same name appears several times in your data, we cannot assume that it is the same person. You will be responsible for merging duplicates during the Implementation Phase.
- Lookup Lists: All field values (drop-down menus options, multiple checkboxes options, etc.) will be imported as is. For example, if a column of data contains the contact type values “board”, “board member”, and “board mber”, your Sumac data migration expert is not in a position to decide that these three values mean the same thing. All three values will thus appear in your Sumac list of Contact Types. You will be responsible for cleaning up Lookup Lists during the Implementation Phase.