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Data migration - we can help you switch
Migrating your data
Regardless of whether you're already using another CRM database or making do with spreadsheets and Word documents, we can help you transfer everything safely across into Charitylog.
This is called data migration. There are a few different options, depending on how your information is stored now, and what sort of information it is.
Basic data migration
When you've completed initial set-up with our Charitylog team, deciding things like which fields you want, what will be in your drop-down lists etc, Charitylog can export an empty spreadsheet with the column headings you've chosen.
Once you populate this we can then import your data.
No matter how many records are in it, we charge the same fixed fee of £150 (plus VAT).
Migrating other types of data
We also have different processes to transfer other kinds of data, such as referrals, project details and bespoke tables. Depending on what you need to transfer, this can cost up to £500 (plus VAT).
Bespoke migration
If you have some issues with your data and you need help retrieving it or getting it ready for transfer, we can work with you to do this. Because it tends to take a little longer there's a daily cost of £750 (plus VAT) for bespoke migration.
Want to know more? Contact Us
Other Features
UK based telephone & email support
Our in-house support team know the system inside out, call them on our local rate number.
Page linked comprehensive manual
In depth manual available from within Charitylog.
Online help videos
Prefer to watch? See our wide range of self help videos.
Training courses
We run short online courses on a series of topics, for both the new user and the more advanced.