Additional Data Import Options available at an extra cost could include:

Invoices or Payments    

• Ability to import open invoices, as well as invoices and payment history. The standard BDI does not include financial information.
• Use case: Association has 320 open invoices at the time of implementation and would like the ability for their members to pay via GrowthZone.  Note: Not intended to bring in years of historical transactions. This import will NOT create accounting transaction records.
• Example: Importing Open Invoices
• When the original invoice was created, the necessary accounting entries were made in your accounting software. Since this tracking has already occurred, importing these open invoices into GrowthZone will not generate this accounting transaction. However, when a payment is received in GrowthZone, the transaction will be recorded, debiting the deposit account and crediting accounts receivable.

Standard Membership 

• Ability to assign multiple membership types to a single contact record. The standard BDI only accommodates one membership per contact.
• Use case: An association that has multiple membership types per member (i.e. Chapter Membership and a State Membership).

Detailed Membership  

• Ability to assign not only multiple membership types to a single contact record, but this supplemental includes the ability to set membership billing frequency. The standard membership supplemental does not accommodate the membership billing frequency.
• Use case: Similar to the standard but allows for members to have different billing durations or frequency’s for the same membership type. (i.e. member A pays annually; member B pays monthly)

Lists and Committees   

• Ability to account for Start and end date, as well as role assignments. The List/Committee import within the product does not account for this additional criteria.
• Use case: Association would like to import contacts into a list including their role within the list/committee.

Additional Addresses

• Ability to add additional addresses on a per contact bases. The standard BDI only accommodates one individual address and two organization addresses per contact.
• Use case: Association would like to import additional addresses or assign usage for specific contacts.

Additional Phones

• Ability to add additional phone numbers on a per contact bases. The standard BDI only accommodates work, home, cell and fax per individual and main, other, tollfree and fax per organization contact.
• Use case: Association would like to import additional phone numbers or assign usage for specific contacts.

 Additional Emails

• Ability to add additional email addresses on a per contact bases. The standard BDI only accommodates work, personal and other per individual and work, personal and other per organization per contact.
• Use case: Association would like to import additional email addresses or assign usage for specific contacts.

Store    

• Ability to import large number of store products vs manually adding one by one.
• Use case: Association has many store products they need created within their database.

Fundraising       

• Ability to import historical donation activity.
• Use case: An association may be transitioning to GrowthZone mid-year and want to track a full year worth of donations.

Historical Certifications

• Ability to import completed certification/component details.
• Use case: The association receives a list of members who completed a course (outside of GrowthZone) and need to show the certification/ component completion within their database/member portal.

Events 

• Ability to import basic event details in mass. This includes Event Name, Description, Start Date and time, End Date and time, Contact Description, Contact Email Address, Contact Phone, Address 1, Address 2, City, State, Postal Code, Website
• Use case: An association has many events already created and would like to mass import the main details for the events, this does require additional setup for each event loaded. i.e. registration types, images, registration details, discounts, etc.

Chapters             

• Ability to assign chapters in mass. The standard BDI does not include chapter assignments.
• Use case: National association may need to know which local board each member is with. The local association would be setup as the chapter and then assigned to the member through this import.

Contacts             

• Ability to add new contacts or add new details for existing contacts: Phone, Email, Website, Social, Addresses, Categories, Custom Fields, Tags, etc.
• Notes: This is only a post-production option, using BDI Templates. The Contacts Import Tool works similar, however it does not bring in Organization details
• Use case: Association may have additional organizations or individuals they would like to add at a later date

Documents and Files    

• Ability to import documents/logos/files onto a contacts record or into the resources module.
• Use case: Association has extensive library of member facing resources and would like them imported in mass vs one by one.
• Note: A discussion with GrowthZone’s migrations team and the customer is required to ensure GrowthZone is able to import the documents.  As there are multiple ways GrowthZone can receive the data:
  • Actual physical data files
  • URL (has to be public) - i.e. database backup, website backup, excel file with list of URLs etc.
  • Fields available if loading into Resources: title, description, file, URL, publish start date, publish end date, categories, and folders.

Specialized Vendor Migrations are for those customers that are willing to add additional time and energy to their onboarding timeframe in order to migrate their existing AMS data into GrowthZone rather than save prior-AMS reference data in the GrowthZone Cloud. We will leverage our experience with known AMS and industry-specific sources to migrate your current systems’ data into GrowthZone. This option will allow you to review your migrated data (in a Stages database) before migrating to Production.

• Key to your success will be the definition of your Membership Types, Levels, Billing, Rules. Not all other systems define Membership the same was as GrowthZone – they may use billing codes, member types, etc. Our guided process will help you achieve success with migrating this information to GrowthZone.
• We have built a set of standard business rules for how the data is mapped and migrated into GrowthZone based on your data sources.

Data Review

You will be able to review your data in three Staging databases prior to the Final Production step. In between each stage, you will work with your Onboarding Project Manager to validate your data and review key elements of GrowthZone configuration. Additional staging database reviews may be purchased for $1,000 each. GrowthZone utilizes a "Rule of 200" when determining whether data should be modified manually by our customers or through SQL by our Customer Support team -- 200 or less rows of data is typically handled through a manual process.

Stages:

• Preview based on initial consultation of pre-defined options.
• Data consultation with data specialist to further refine the established rules *if needed.
• Stage 1
• Stage 2
• Stage 3
• Stage 4
• Stage 5
• Additional: $1,000

Data sources include:

• CC Assist
• MS Dynamics 365
• Goldmine
• Membee
• NetForum
• SalesForce
• WebLink
• YourMembership

REALTOR-SPECIFIC - MLS:

• CoreLogic/Matrix
• FlexMLS
• StellarMLS
• Black Knight/Paragon

REALTOR-SPECIFIC - LockBox:

• Supra
• SentriLock

The below groups of data will be migrated in Custom Data Migrations:

• Organization Contacts
• Individual Contacts
• Membership
• Communication
• Lists/Committees
• Directory Listing
• Logos/Images/Documents
• Custom Fields
• Billing
• Events
• Sponsors/Ads

The below data will not be migrated in Custom Data Migrations:

• Sensitive Personally Identifiable Information (PII) such as (but not limited to) Taxpayer Identification Numbers (TIN), SSN (Including Last 4)
• Sales Opportunities
• Projects/Tasks
• Activity Log