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GiftWorks Import Service Quote Request
Step 1: To provide a quote, we will need to review a sample of your data. For your protection and ours, please download and sign the Non-Disclosure form here. Then, fax it to Mission Research at 717-431-0192 to the Attention of Import Services.
Step 2: Please answer the questions below to the best of your ability. Click Submit Quote Request when complete.
Organization name:*
Contact name:*
Contact address:*
Contact phone:*
Contact email:*
Source Data Format:*  
Number of donor records:*
Number of donation records:*
Is the data well formatted? (well formatted data refers to a structure of data that is consistent and expected. For example, name structure of FN, MI, LN, Organization, etc. are in their own columns)
Yes    No
Will the data being imported be a subset of the total data? (e.g. Are we importing all of your data or only some?)
Yes    No
Are you able to export data from your program?
(Not necessary for text, Excel, Access, Blackbaud or EZ-Fund)
Yes    No
Are you able to explain the format of your data?
Yes    No
Do you have zero dollar or negative donations in your import?
Yes    No
Do you need to create households?
Yes    No
Do you have pledges in your data? How are they scheduled?
Yes    No
Do you have outstanding pledges in your import?
Yes    No
Do you have In-Kind donations in your import?
Yes    No
Do you have any donor/donation custom fields?
Yes    No
What other information would be helpful to complete the import? (handling empty data, invalid data, incomplete data, business rules, etc)
 

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