We'll help you set your system up for your needs.
Migrating your data
Many of the organisations that decide to use Charitylog have got data in electronic form elsewhere whether it be in Excel or another database.
It is often useful to be able to transfer your data from an existing source and we have several options, honed over years of experience, to help with this.
The most common option is one where, once you have completed your initial set up of the system - which fields you want, what your drop down lists contain etc - Charitylog can export an empty spreadsheet with the column headings you have chosen.
If you populate this, we will import the data for a fixed fee irrespective of how many records there are in it. We also have processes to include other data such as referral data, project details and bespoke tables. Depending on the option chosen, this costs either £150 plus VAT or £500 plus VAT.
There is also the option to have a 'bespoke' migration which is where there are some issues with the data and you need help retrieving it or getting it ready. We can do this but it tends to take longer and cost more as it will inevitably involve a developer. There is a daily cost of £750 plus VAT associated with this option.
If you would like to know more about these options, please call us and we can provide a more detailed document.
Our in-house support team know the system inside out, call them on our local rate number.
In depth manual available from within Charitylog.
Prefer to watch? See our wide range of self help videos.
We run short online courses on a series of topics, for both the new user and the more advanced.