Returning users can migrate (copy) donor records from one or more previous event sites. If you migrate donors from multiple sites, by default, the software will not create a duplicate record if a donor already exists with the exact same name so be sure to migrate your best donor records first.
Migrated donors will be replicated on your new event site along with a summary of any items donated on the event site of origin (as well as any previous donation histories from earlier migrations). Migrated donation history will be visible on individual donor records. Use the Customize button to add the history to your Donor page display.
Items (recommended for uncommon use cases only):
It is also possible to migrate items and their Donors from previous sites but it is only recommended for events with a tradition of having identical items offered from year to year (eg signup parties, carnival games etc). If you decide to migrate items and their donors, do NOT disable the "prevent duplicate donor records" setting or a duplicate set of donor records will be migrated.
To distinguish past from "real" new items on the new site, items are migrated:
- with existing quantity (once migrated you can bulk edit to 0 if items are not actually in hand)
- flagged to NOT display in the public catalog (you can edit the visibility on individual items or via bulk editing if you want them to display).
- with "Migrated" in the location field
If you expect only a few repeat donations, remember that you can always refer back to the past site for the details.
If you know which items are likely to be repeat donations, you can migrate items by type (silent, signup, raffle etc) to bring over the fewest possible, then immediately select and bulk delete any items you are not confident will be repeat donations.