Data Review Checklist

Your data is now ready for review! Please take the following steps to review how your data was imported.

Remember that the senior administrator may need to reset permissions for other administrators before they have administrative access. Passwords, however, will be the same.

Data Review

Check account balances in ShulCloud against your legacy database:

• Go to Admin menu > Accounts
• Filter Account Types for Members (include all member account types) 

  

• Set Output to:
  • Account Info: include External ID
  • Billing Info: include Balance Total
• Balances *should* match. 
  • If they do not, go into SC account transactions and compare to the transactions in your 
  • If it still doesn't make sense, please send us a link to the SC account and a screenshot from your legacy database showing the transactions 
  • Run 50 member statements to check for accuracy.
  • Recommendation: While 50 statements is a good way to check for errors, we recommend a more thorough review by running statements for the full membership. 
    • Instructions to run statements for Individuals: https://shulware.zendesk.com/hc/en-us/articles/360044407552-Creating-a-statement 
    • Instructions to run every statement through the mail feature: https://shulware.zendesk.com/hc/en-us/articles/360045472092-Creating-Paper-Mail

Caveat: SC and your legacy database do not have identical accounting methods. It is not possible to have an exact match on historical reporting, but the balance--who has a credit and who has a balance--should match.

Choose 10 families and compare their demographic data in SC against your legacy database:

• names
• family members
• genders
• relationship
• addresses
• phone numbers
• anniversaries
• birthdates
• lifecycle events
• notes (CW)
• cemeteries (CW, MM)
• yahrzeits
  • genders
  • relationships
  • dates
  • plaques

Consider if you have any custom or special data and check those areas.
Contact us (post message to Basecamp) for any and all questions