Yes, importing your existing database is possible. To ensure that the database is imported accurately, our support team performs the import. You can send us (see links below) a sample of your existing database and we will give you an estimate of what the cost will be.
Please see the following template files as well as a summary of how each file relates to each other:
Example Case Import Fields.csv - This first file is where client information will be imported into CharityTracker (or Oasis Insight) as new Cases.
Example Assistance Import Fields.csv - Each row in this second file is an Assistance record that can be attached to the Cases uploaded from the first file. The Cases (first CSV file) and Assistance records (second CSV file) will be linked together with a unique ID number that you assign to each Case.
Example Notes Import.csv - Each row in this third file is a Note that can be attached to the Cases uploaded from the first file. The Cases (first CSV file) and Notes (third CSV file) will be linked together with a unique ID number that you assign to each Case.
Once we’ve had a chance to review your files, we’ll provide you with a quotation for you to decide how you would like to move forward. Pricing starts at a one-time import fee of $1,200.
Zip up your files and use the following links to securely send them to us:
Secure Upload - https://secureupload.simonsolutions.com/
If you have any questions regarding your import, please get in touch with us.