Migrate your Blackbaud data

Constituent is the central record type in Blackbaud products, storing Individuals, Households, Groups, and Corporations with associated addresses, emails, phones, and relationships. We map all constituent core fields and preserve the constituent-type distinction in the destination's equivalent person/organization model.

Gifts represent donations tied to a Constituent and a Fund/Appeal/Campaign. We preserve gift amount, date, payment method, gift type, soft credits, and tribute information. We flag split-payment gifts and reconstruct them in the destination using payment schedules or multiple linked gift records.

Campaigns are top-level fundraising initiatives that organize Gifts into strategic groupings. We map active and historical campaign records with their status, start/end dates, and goals. Closed campaigns are migrated with their fiscal-year attribution preserved.

Funds are the accounting-level units that receive gifts and track restricted or unrestricted balances. We preserve fund purpose, classification (restricted/unrestricted), and associated GL accounts. We flag funds that are inactive but still referenced by gift history.

Appeals are the specific requests-for-funds linked to Campaigns and Funds. We map appeal codes, descriptions, categories, and associated solicitation types. Appeal-to-fund linkages are preserved so gift attribution remains intact in the destination.

Opportunities model major gift pipelines and moves management. We map the constituent, amount, probability, stage, expected close date, and assigned gift officer. We flag opportunities in Closed status that were lost or won and preserve that outcome in the destination's opportunity history.

Blackbaud supports custom fields (called 'attributes') on Constituents, Gifts, Events, Actions, and Opportunities. Each custom field has a category (name) and type (Text, Boolean, Currency, Date, CodeTableEntry, etc.). We map all custom field values but flag CodeTableEntry fields that require destination-side code table setup before values can be imported.

Bank Accounts are constituent-linked bank records used in e-commerce and pledge processing. We map bank account metadata but exclude sensitive account numbers per PCI-DSS requirements. Bank account associations to pledges and recurring gifts are preserved via reference.

Deposits batch multiple gift payments for bank reconciliation. We map deposit records with their date, amount, and status. We reconstruct deposit-to-gift linkages so each payment traces back to its originating gift record.

Events are Blackbaud's unit for fundraising events, participant management, and TeamRaiser. We map event details, dates, locations, capacity, fees, and participant records. We flag events with associated auction packages that have revenue tied to them.

Volunteers are tracked with job positions (assignment type) and hours. We map volunteer records, their associated constituents, and job position assignments. Volunteer hours and availability windows are preserved where the destination schema supports time-based volunteer tracking.

Actions are constituent-level tasks and follow-up items assigned to gift officers. We map action type, status, due date, assigned user, and associated constituent. We flag completed actions and preserve their completion dates and outcomes in the destination.