Data imports
MoveData only processes information from the time your integration is connected. It does not automatically go back in time to find data from before your integration was set up. If you need historical data imported into Salesforce, you need to arrange a data import.
Data imports let you bring that historical data into Salesforce through MoveData, ensuring your records follow the same mapping and duplicate-matching rules as live transactions.
When you need a data import#
You may want a data import if you:
- Connected a fundraising platform after it had been collecting donations for months or years.
- Switched from a manual data entry process to MoveData and need to backfill records.
- Added a new platform that already has historical transaction data.
Warning
Always test your import in a Salesforce sandbox before importing into production. This protects your production data from unexpected mapping or duplicate-matching issues.
Self-service imports for file-based platforms#
Some platforms use file uploads rather than live API connections. If your platform supports file-based uploads, you can import historical data yourself by uploading historical files through your existing integration.
To run a self-service import:
- Download your historical data files from the fundraising platform.
- Open the MoveData app in Salesforce.
- Go to your integration and click Upload File.
- Select the file and upload it.
- Monitor the resulting notifications for any errors.
Success
Start with a small date range to verify that records are mapped correctly before uploading your full history.
Professional import service#
For platforms that use API connections (such as Raisely, JustGiving, or Funraisin), historical data is not available through file upload. MoveData offers a professional import service where the MoveData team handles the entire process for you.
Since source platforms do not automatically push historical information, technical effort from MoveData is required to retrieve and process this data retroactively.
What to expect#
The professional import follows a careful, staged approach:
- Scoping — MoveData reviews the volume and complexity of your data with your account manager.
- Statement of Work — you receive a Statement of Work (SOW) outlining the import plan, effort, and any associated costs.
- Sandbox import — MoveData imports the data into your Salesforce sandbox first.
- Acceptance testing — you review the imported records in the sandbox and confirm they look correct. When acceptance testing passes in the sandbox, your import is deployed into production.
- Production import — MoveData imports the data into your production org.
Pricing#
MoveData charges a flat rate of 4 hours per platform per environment. The total effort is calculated as:
4 hours × number of platforms × number of environments
For example, importing from two platforms into both sandbox and production costs 16 hours total. For hourly rate information, see the MoveData Professional Services page.
Important considerations#
- Development environment required — you must provide a sandbox environment that matches your production configuration. If testing passes in sandbox but issues arise in production due to environmental differences, you are responsible for remediation.
- Existing records — MoveData does not automatically map imported data to existing Salesforce records. If you have records in Salesforce that need to be matched during the import, you are responsible for preparing that mapping.
- Data quality — imports proceed on an as-is basis. MoveData processes whatever data the source platform provides and does not verify or correct data quality issues originating from the source.
- Large volumes — MoveData reserves the right to decline imports with very large data volumes (hundreds of thousands of records), as the tool may not be suitable for such projects. Contact your account manager to discuss your specific requirements.
How to request an import#
To request a data import, contact support@movedata.io. The MoveData team will work with you to scope the project and provide a Statement of Work.