Migration of Blackbaud RENXT Data to DonorPerfect
This guide documents the key steps, data requirements, and timelines for migrating data from Blackbaud RENXT to DonorPerfect.
Suitable for database admins and project managers.
1️⃣ Data Records from RENXT
Record Types: Individual, Organization
Primary Addressee: From RENXT front-end
Record ID: Seen (not Constituent ID); move ID to higher visibility
Salutation: Currently informal; field to be added (list from Linda)
Additional Info: Flags (Constituent Codes)
Additional Fields: Solicit code review required
CSP Children: Include start and end dates; may go in a separate section
Constituent ID Lookup: Linda to place in search criteria
Media Files: From Raisers Edge (CSP)
2️⃣ Excel Pre-Migration Cleanup
Address Cleanup: Standardize format, handle PO Boxes, mark bad addresses
Case Cleanup: Convert to proper case after conversion; overwrite existing data
Donor ID Field: Needed, can be processed in batches
Fund Code Sheet: Provided by Linda
Extra Info: Dates and notes—decision pending
Relationships: Updated list to be sent by Linda; review in DonorPerfect
Recurring Transactions: 600 transactions to be migrated
Credit Card Transfers: Coordinate with Blake
Codes & Funds: Combine codes, change names, old funds set to read-only filter
Appeal Codes: Include in migration
Receipts: Consolidate; Bio 2 of constituent records in RENXT; Linda to verify
3️⃣ Timeline
Code Review: Initial discussion
Data Call: Second week of March
Final RENXT Data: Include dates and notes; scheduled for a couple of days
Blackout Period: March 9th (conversion), plus Ramadan dates
Training: Sarah to conduct
Deadline: End of this week for list submission
Notes
Close coordination with Linda for lists, salutations, fund codes, and appeal codes
Blake for CC transfer
Ensure proper sequencing to avoid data loss during blackout period
Validation required post-migration