Plan regular or ad hoc visits and manage services.
Data import module
Run regular imports of data from other systems
The Data Import Module is an extension of the data migration service we offer.
Usually data migration is a one-off process that occurs as part of the implementation of the Charitylog database (see Data migration section). However there can be situations where you need to import data on a regular basis and would prefer to manage this process yourself.
The most common uses are when you are doing a number of data migrations from one or more systems into your Charitylog database or when you work with another organisation which is giving you new referrals on a regular basis, typically in a spreadsheet.
Using the Data Import Module will save time and money, although there is a cost to purchase it initially. It will also give you the flexibility to import data as you need to.
Use Call-Round to replace paper timesheets for increased efficiency and security.
Invoice work done and services provided to clients and other funders.
Plan visits, record materials and send invoices.
Split your organisation by locality or function and control who sees which branch.
Report collaboratively with other organisations, whilst keeping your data separate.
Capture enquiries through your website directly into Charitylog.
When collaborating with other organisations you can send or receive referrals in electronic form.
Use the API to connect to PowerBI and other system integrations.
Reporting for national umbrella organisations.