Sections:

Data Mapping Chart  - What is included and what is not

Detailed 3 Step Process

Deleting Inactive Records

CCB to ChMS Data Migration Mapping Chart

Items with a “-” are items that do not migrate. 

This is subject to change if CCB changes their system, version or method of providing the data files we normally use.

Additional Details:

Contact Phone:  1) If Mobile Phone is blank, the Contact Phone is migrated, unless the Contact Phone matches the Home Phone or Work Phone. 2) If Contact Phone does not match any other phone, the migration will fill in the first blank Phone field in this order: Mobile, Home, Work.

Groups: We can only migrate ONE file of group participants. You can export as many as you like, however they will need to merged into one file before you upload the file to us.

Significant Events: Significant Events convert as Groups with this naming convention: "SE - Significant Event Name" unless the event is "Baptism" or "Baptism Date" which is migrated as Baptized On.

Note about Do-It-Yourself Importing

Are you considering the DIY IMPORTER instead of us doing the migration? If so, note that Family relationships are not imported/kept, so you will have to create families and link individuals manually.

Detailed 3 Step Process

1. Initial Data Migration

The first run of data migration is called the Initial Data Migration (IDM). The IDM does not change or delete information in your current system.

Once you’ve been notified that your IDM is ready for review, you and your team should verify data accuracy. First, verify that your data has been migrated accurately by comparing what migrated into the new system versus what is recorded in your current system. Please complete this data validation before making any changes for testing and training purposes only in the new system. The validation effort will ensure accuracy and complement your other training efforts.

Even though you see your data in the new system, you should continue using your current system until your Final Data Migration (FDM) is complete. During this time, we encourage you to learn the system, test your processes, and prepare your team before you complete your Final Data Migration and go live. 

However, if you are ready to get started right away, you can skip steps 2 & 3 and think of your Initial Data Migration as your Final Data Migration.  This is a great option for churches without a lot of complexity in their data.

2. Sandbox Phase

After your initial data migration and subsequent adjustment migration runs if needed, a copy of your data remains temporarily in the new system. On a later date, when the final data migration is run, ALL the data including configurations/settings in the new system will be purged and replaced with up-to-date data from your current system. The time between these two dates provides a "sandbox" training environment in the new system during your implementation process. The Sandbox Phase is an ideal time to practice using the new system and defining your processes.

During the Sandbox Phase, please remember to only enter data into the new system for practice, as all data and configurations/settings will be purged on a later date.

3. Final Data Migration (FDM) and Go Live

After taking the time to learn the new system, making implementation decisions, testing, and preparing your team, a final data migration can be executed. The scope of migrated data and configuration is the same as the Initial Data Migration. FDM purges all data from the new system and replaces it with a copy of the most recent data that you will upload. 

Here is the schedule surrounding FDM:

• All data entry must be completed in your current system prior to data migration.
  
• Both your current system and the new system must be left idle on the day of migration.
  
• The new system will be ready for validation immediately following migration.
  
• We recommend that you validate your data in the new system compared to your current system data, just as you did after the Initial Data Migration. If you see any discrepancies, please contact the data migration team with a detailed explanation of what information was not imported correctly, so the issue(s) can be addressed as quickly as possible. 
  
• After validation, you sign-off, then we give you the go-ahead for your team to begin using the new system to complete any additional setup and data entry in preparation for Go Live.
  

Go Live

Once your Final Data Migration is complete and your has been data validated, you will announce to your team that your church is now "live" with the new system. At this point the new system becomes your authoritative database. From this day forward your team will use the new system for all data management.

Here are a few things you’ll want to do right after your FDM is signed off on:

• Assign correct permission roles to all needed users
  
• Check and update settings if needed
  
• If you are using our Online Giving, follow the instructions to integrate it with the new system.
  
• Start data clean up if necessary (edit, merge, move, split, etc.)
  
• Set up groups by changing names, adding groups, and adding members and leaders to groups or deleting unneeded groups
  
• Check all group settings and create and assign group Categories and Properties
  
• Setup any needed Interaction types, Workflows, etc.
  

Deleting Inactive Records

Transitioning to a new system is a great time to clean up your database by deleting old and inactive records.  For guidance on how to remove records, please see the following help article: Record Management - Export and Remove.