The attached Excel workbook describes Fundly Connect's migration template for organizations.
If you provide the data that you want to migrate into Fundly Connect by using the columns from the templates, that will make the migration much smoother! You can use this template and then modify them by adding or deleting columns as needed for your specific situation.
If your data is in a different format then it will take us longer to migrate and may be more costly.
- You don't have to use the actual downloaded file. You can provide us your existing file but you must rename the column headings to match the headings that we have on the template in order for us to identify which columns to map.
- Save your file in Microsoft Excel (.xlsx) format.
TEMPLATE FOR DOWNLOAD: