Harlequin CRM to Beacon migration
Harlequin and HQN data often carries years of charity-specific codes and relationships. We help your team understand the available extracts, agree which supporter and fundraising history is needed, and map the records into a Beacon structure that supports your current work.
- Current system
- Harlequin / HQN
- Migration focus
- Understand source records, linked data and your team’s requirements
- Before final import
- Agree and check a representative test migration
Understand your Harlequin / HQN data
Harlequin projects can involve people and organisations, payments, Gift Aid, memberships, communications, events, regular giving, relationships and other operational records. Where HQN identifiers are used to connect exports, we agree how to preserve those references—including leading zeroes—through the migration.
Map records to how your charity works
Review the source codes and linked records rather than treating each export as a standalone spreadsheet. Decide how memberships, regular giving, grants, casework or events should be represented, and which historical details are required for fundraising, finance and service teams.
- Retain HQN identifiers in a safe text format where they are needed for matching
- Translate source codes with the staff who understand their meaning
- Check linked records, donation history and key totals after test imports
Partnerships people recommend.
This Beacon partner review describes the client’s experience with MakeITaplan. The previous CRM named on this page was confirmed separately and is not attributed to the review.
We have been incredibly fortunate to have Gemma by our side
“We have been incredibly fortunate to have Gemma by our side throughout the process of implementing the Beacon CRM. Gemma’s expertise and deep understanding of both the technology and the unique needs of our charity were invaluable.…”
Test, review and agree the move
We can plan sample imports and review the results with the people who understand the source information. Together, we agree which records, links and key totals to check, resolve mapping questions and confirm what is in scope before any final import.
Plan for cutover and confident Beacon users
A migration also needs clear responsibilities, a decision log and an agreed point for the final source export. We can coordinate the work with your team, plan appropriate training and handover, and discuss follow-on support for new starters or changing requirements.
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.
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.
How can we check whether migrated data is accurate?
Agree validation checks before the final import. Review representative records and relationships, compare relevant counts or totals with the source, record issues and repeat the checks after corrections.
Can you help clean data before migration?
Yes. We can help identify duplicates, inconsistent values, missing information and other data-quality issues, then agree which corrections are in scope and who will make them.