Data Migration 3: Best Practices - Relationship Information

Links to other Data Migration Articles: 

What should I consider when migrating relationship information?

Yes!!! Remember, MonkeyPod is a fully integrated system, so your relationships will be what you traditionally think of when you think of a CRM (Donors, Board Members, Partner Organizations) but they will also include people like vendors and customers!

To begin bringing your relationships into MonkeyPod, you have to first determine three things:

  1. What roles are important for our new MonkeyPod relationships? 
  2. Am I going to have custom attributes for any roles? 
  3. Are any of these entities related to each other (householding or connections)?

Not sure what these would be for your organization? Make sure to check out these articles in the knowledge base to learn more about them!

  1. Entity Types: This article helps you learn the types of entities MonkeyPod provides you so you can determine how to best import your data
  2. Roles: This article helps you explore how Roles work in our system, they are highly customizable, so you will want to decide which roles you want your fresh new MonkeyPod relationships to have!
  3. Custom Attributes: This article helps you to explore the way that MonkeyPod handles Custom Attributes
  4. Householding: This article will help you understand how householding works in MonkeyPod

Once you have determined this information, you can begin importing what you need!

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