eTapestry To Salesforce Migration

About Migration

  • Way to migrate Nonprofit data from eTapestry to Salesforce.
  • Organize and store data in salesforce Nonprofit success pack.
  • Export Accounts and journal entries from eTapestry and import in Salesforce.
  • Manage Accounts from eTap into people and organization for salesforce.
  • Export all the related Donations, Gifts, Pledges, Communications, Task/events and Notes.
  • Maintain Relationships between the accounts.
  • Export money fields data like Payment Received, Pledged, Balance, Credit, write off, etc.

Technology Used

eTapestry API

eTapestry platform

Salesforce platform

Dot net framework

Data loader

Data import wizard

Challenges

  • To manage complicated data of eTapestry into salesforce Nonprofit Success Pack in organized way.
  • eTapestry has the concept of Accounts - They can be a person or an organization to split this into people and organization for salesforce.
  • Field mapping for the eTapestry to salesforce fields.
  • Identifying the fields from eTapestry which are missing from salesforce and creating it.
  • Import all the Journal entries to appropriate objects in salesforce.
  • Import all the different types of Donations,Recurring Donations and payments to salesforce.

How Prompt Softech helped to overcome these challenges?

Prompt Softech has suggested a Nonprofit success pack application from app exchange to manage all the Accounts and journal entries from eTap into salesforce platform.

Also for migration a complete eTapestry and Salesforce integration solution Via API Dot net integration to fulfil and provide an end to end Consulting, Migration , and Support.

Apart from API integration Prompt Softech has also suggested to build query in eTap and create reports for the Accounts and Journal entries and import the data in NPSP data imports object in salesforce.

Following are a few features:

  • Easily Export all the Accounts and journal entries from eTap and import it in salesforce Non profit success Pack by API dot net integration.
  • Easily manage Accounts from eTap into Households Accounts , People and organizations for salesforce.
  • Easily manage all the different types of Donations and Recurring Donations in salesforce.
  • Easily maintain relationships between accounts in salesforce
  • Easily maintain money fields data like Payment Received, Pledged, Balance , Credit, write off, etc

Visuals

salesforce
salesforce
salesforce
Request A Quote