Data Conversion and Migration

Data Conversion

Need to Convert or Migrate Data to a New Format or CRM?

We specialize in seamless data conversion and data migration for your organization

Expert data migration and accurate data conversion are crucial to the success of your organization. But who has the time and expertise to make sure the process is done right the first time? At Massa & Company, we do – because that’s exactly what we do.

Whether you need to convert donor records to different file formats or migrate your entire database to a different CRM, we’re here to do the heavy lifting for you.

Wait! Before You Click ‘Export’…

Converting or migrating data isn’t always easy – especially with so many different programs and formats out there!

  • Your CRM may require one file format, while an outside vendor requires another.
  • You may need to convert, merge or delete data before you can migrate to a new CRM program.
  • Your current CRM may have completely different fields than your new CRM.

If you simply ‘click the export button,’you risk creating all sorts of data headaches for yourself, both now and in the future – duplicate records, mismatched fields, or lost data that can never be recovered.

These kinds of problems are time-consuming and expensive to resolve. That’s why it’s important to get data migration or data conversion right the first time.

Data Conversion

Data conversion is the process of changing a data field from one format to another. If you’ve ever saved a PNG image as a JPG, then you’ve converted data!

But when it comes to data conversion for your organization, a lot of important details come into play:

  • Converting from one form to another can be risky – you have to fully understand the format you’re converting to so data stays accurate.
  • Converting data requires special tools that aren’t always included in your CRM.
  • Converting numerical fields requires insider insight, especially when converting to or from Excel.

In other words, data conversion can be much more complex than simply clicking the export button!

Data Migration

Where data conversion deals with converting data from one form to another, data migration includes taking a large chunk of data – often an entire database – and moving it to a different location.

Just like conversion, migration is a complex process that can appear simple at first glance.

It often involves:

1. Strategic goal setting with key stakeholders
2. Data mapping from one database to another
3. Data cleansing
4. Data conversion
5. Strategic implementation
6. Analysis and optimization

When you choose to move from one CRM to another, you need a deep understanding of BOTH programs.

You should be able to answer questions like:

  • Do all of my data fields in the old program exist in the new program?
  • Do comparable data structures exist in the old and new program?
  • How does the new program handle different file formats?
  • Which data fields will be merged?
  • Where will all of my data live and how will it be accessed?

Meet the Data Masters

Does all that sound like a lot of work? It is. That’s why Massa & Company offers fully integrated data conversion and migration services for nonprofits and businesses across a wide range of industries.

Since data is all we do, we know exactly how to convert and migrate your records – no matter which formats you’re using or which CRM you’re migrating to.

What’s more, we use proven processes and cutting-edge technology to ensure your data stays protected, secure, and most importantly, accurate.

When you partner with us for your data conversion or data migration needs, we will:

  • Do all the heavy lifting so you don’t have to
  • Create a strategic plan customized to meet your unique goals
  • Help you anticipate challenges and avoid common pitfalls

Data Migration and Data Conversion Services

Massa & Company offers data conversion and migration services for the following formats:

  • CiviCRM
  • Clarion
  • Dbase (dbf)
  • eTapestry
  • Excel
  • FoxPro & v FoxPro
  • GiftWorks
  • iMIS
  • lots of relational database formats
  • MS Access
  • NEON
  • QuickBooks
  • Raiser’s Edge
  • Salesforce
  • SQL Server
  • Text files (csv, tab, etc.)

Data conversion and data migration can be complex and time consuming. Leave the tough stuff to us so you can focus on what matters most: growing your organization, securing more customers, and boosting your bottom line.

Call (312) 463-1050 or email us for an estimate