Other Considerations
- Do you regularly send exported files to your envelope company?
- Consider using the Quick Posting of Envelope Users to mark families who receive envelopes. This ensures that these families continue to receive envelopes after your migration to MinistryPlatform.
- Do you track non-deductible payments for school, formation, or other funds?
- Review your funds for any non-deductible Tuition or Fee type activities. Verify that they have the appropriate "Non-Deductible" function, either Payment - Non-Deductible, Pay Down - Non-Deductible, Credits - Non-Deductible, Payment from Last Year - Non-Deductible, Initial Payment - Non-Deductible, or Refund - Non-Deductible. This ensures that these payments are not migrated as deductible payments.
- Do you keep member donations separate from the family?
- If a family member's donation should be kept separate, make sure they have a Mem ID/Env listed on their Member record.
- Do your record ID numbers contain letters or other characters?
- ID numbers should only have numbers. If you use letters or other characters, you must correct your ID numbers before the migration.
- Do you track deceased members?
- Make sure you've marked deceased members by filling in the Deceased date on their Member record. If you do not have a date, you or your diocese can choose a date to use to mean "unknown", such as 01/01/1820. This unknown date should be consistent across all parishes.
After you've considered these and made any necessary changes, you're done cleaning up your data! Finally, you can complete your data cleanup workflow.