Relationships
The Smith family tree, snapped into strangers.
Heron’s answer
Every household, soft credit and linked gift is re-linked on the far side — 11 records preserved, 1987 to now.
BLACKBAUD RE→SALESFORCE · HUBSPOT · NETSUITE
Twenty years of donors.
Moved. Proven. Nothing lost.
Database View sunsets June 2027. Heron maps every field, preserves every relationship — donor to gift to volunteer to family— and shows you the audit before you cut over. Migration is not an export. It’s a crossing.
SAMPLED: 5,000 RECORDS
MIGRATED CLEAN: 4,987
FLAGGED: 13 (DUPLICATE EMAILS: 9, MISSING FUND: 4)
MIGRATED CLEAN: 4,987
FLAGGED: 13 (DUPLICATE EMAILS: 9, MISSING FUND: 4)
99.74% cleansandbox only
The orgs that migrate calmly are the ones that started 14 months out. You are here.
TODAY · you are hereAUDIT BY · this monthMAPPING BY · Q4 2026DRY-RUN BY · Q1 2027CUTOVER BY · Apr 2027JUNE 2027 · DB View ends
What gets lost when you don’t care
A flat export forgets the things
a donor call remembers.
Three failure modes we’ve cleaned up four hundred times — handled with dignity, then answered.
Custom fields
Twenty custom fields with nowhere to land.
Heron’s answer
The field is auto-created in the target schema and mapped — Legacy_Society__c, values intact, picklist translated.
Gift history
A gift history off by 212 records.
Heron’s answer
Source and destination are counted, row for row, and reconciled to 0 DIFF before you sign anything.
Every one of these is a donor call you don’t want to get.
Field mapping · Constituent
NPSP template| Raiser’s Edge | Salesforce NPSP |
|---|---|
| CONSTITUENT.CONS_ID | Contact.External_Id__c |
| GIFT.FUND | Opportunity.CampaignId |
| GIFT.AMOUNT | Opportunity.Amount |
| ATTR.LEGACY_SOCIETY_FLAG | Contact.Legacy_Society__c |
The mapping room
Machine-suggested,
human-confirmed.
You review the map, not build it. Every field arrives with a suggested target — approve the ones that are right, thread the one that needs your judgment.
Templates for Salesforce NPSP, HubSpot, and NetSuite carry what four hundred migrations taught us.
Open the mapping workspace →Cutover weekend
Your donors will never
know it happened.
A zero-downtime plan with a rehearsed rollback. Donations never stop processing — that’s the point.
Step 1 · FRI 6 PM
Freeze RE. Final delta captured. Read replica goes live for reference.
Step 2 · SAT
The full crossing. 11–30 hrs depending on record count. Progress streamed live.
Step 3 · SUN
Audit + reconciliation. Source vs. destination, table by table, to Δ 0.
Step 4 · MON 9 AM
Staff log into the new CRM. Donations never stopped processing.
Pricing
Fixed fee. The calm is the product.
Audit
$1,500
Full data-health report + mapping preview. Credited toward migration. The safest first step 14 months out.
Book a data auditMOST ORGS
Migration
$8k–$20k fixed
Scoped by record count. Includes dry-runs, cutover weekend, and a 99.9% integrity guarantee in writing.
Scope my migrationAftercare
$2,500
Report rebuild, workflow design, and 60-day support so your team lands on their feet in the new CRM.
Add aftercareINTEGRITY GUARANTEE: COUNTS MATCH OR WE RECONCILE UNTIL THEY DO — IN WRITING.
“Our development director cried when the Smith family tree came through intact. Eleven linked records, 1987 to now.”
L. OkonkwoRiverkeep Foundation · $2.1M raised / yr