People Conversion Levels

Conversion Types:

Level One:

    People:

First Name, Middle Name, Last Name, Title, Suffix, Goesby Name, Date of Birth, Marital Status, Member Status, How Joined, Date Joined, Gender, Envelope Number, 4 User Defined Text Fields, 12 User Defined List Fields, and 6 User Defined Date fields.

    Address:

Address Type, Address Line 1, Address Line 2, City, State, Zip Code, Home Phone Number, Home Phone Listed, Map Page X, Map Page Y, Country, Geographic Zone, Sub Zone, Company

     Extra Phones:

Phone Type, Phone Number (also includes email addresses), Extension, Phone Listed

    Activities:

Category, Element 1, Element 2, Element 3, Element 4, Date Added, Date Removed, Alpha 1, Alpha 2, Date to, Date from, Currency, Count

    Comments:

Comment Type, Comment, Date

    Family User Fields:

3 User Defined Text Fields, 3 User Defined List Fields

Level Two: Includes everything in Level One and what is listed below

    Contribution Detail:

Posting Date, Fund Number, Amount, Check Number, Transaction Type

    Funds:

Fund Number, Description

    Pledges:

Pledge Year, Fund Number, Start Date, End Date, Frequency, Term, Amount Per Period, Total Pledge

*We only convert current year plus two prior years in Contribution detail. Your database will need to have a posted date, fund number, and amount. Pledges must have a start date, fund number, and frequency in your current database.