Move your charity CRM data to Beacon
Moving to Beacon is easier to plan when the migration starts with the system and data model you already know. Choose your current CRM below for practical guidance on the records, relationships and decisions to consider.
- Start with your source
- Plan around the CRM, database or spreadsheets you use today
- Make the data useful
- Map records and history to the work your charity needs to do
- Test before go-live
- Review agreed sample data and relationships before the final import
Source-specific migration guidance
Every CRM organises people, activity and fundraising information differently. Select the closest match for your current system. If it is not listed, or your data is split across several systems, we can discuss the source exports and help you scope the work.
A migration process your team can check
We begin with a requirements conversation, assess the available exports and agree which information needs to move. The work can include field and relationship mapping, preparation, test imports and validation with the people who know the source data. The exact approach depends on the system, export options, data condition and agreed scope.
Related questions, answered
Can you migrate our existing data?
Yes.
We can help extract, clean, restructure, map and import data from existing systems and spreadsheets, depending on the agreed project scope.
Migration is not simply about putting old columns into new fields. We will also consider relationships, duplicates, data quality and whether the existing structure makes sense in the new CRM.
Which systems can you migrate data from to Beacon?
The available migration route depends on whether your current system can provide a usable export and how its records are structured. MakeITaplan can review the source data and discuss a suitable approach before the work is scoped.
How long does data migration take to complete?
Timing depends on the data volume and quality, relationships between records, mapping decisions and testing required. We review your data and project scope before agreeing a timeline, rather than give a standard completion time for every migration.
Will all of our old data be moved into Beacon?
Not necessarily. It is useful to decide which records and history the charity needs for its work, reporting and obligations. We help document those decisions and map the agreed data; your team approves what should be retained and migrated.