Accounts, transactions, and related data will be imported from the legacy system into ShulCloud. Please wait to make any changes in ShulCloud until after the final import review and data acceptance have been completed.
What will be wiped during import:
- Accounts
- People
- Transactions
- My Lists
o Charge types
o Account Billing Types
o Account Types
o Address Types
o CRM Category
o Charge Types
o Fundraising Goals
o Payment types
o Person types
o Reversal Types
o School Class type
o Student Level
o Tags
What will NOT be wiped during import:
My Lists
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Bank Accounts
-
Calendar Tags
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Content Templates
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Email Senders
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Field Templates
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Gateways - Please Note: Charge types and payment types will need to be relinked after import.
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Gabbai Kibbud
-
Gabbai Kibbud Type
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Mail Tag
-
Mailing List
-
Map Location
-
Map Location Type
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Minyan
-
Page Templates
-
Resources
-
Roles
-
Saved Reports
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Statement Templates
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Template Text
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Word Templates
Settings
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Account Filtering
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Lifecycles
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Member Directory
Event Creation - Please Note: Charge types will need to be relinked AFTER final import.
Form Creation - Please Note: Charge types will need to be relinked AFTER final import.
Other Areas
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Calendar
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CMS Pages (Home Page & Sub Pages)
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Navigation (Menu Items)