![\"\"](\"http:\/\/myhomekeeper.org\/wp-content\/uploads\/2016\/08\/Data_Graphic_v4-copy-1-300x121.jpg\")
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Are you ready to sign up<\/a>\u00a0for HomeKeeper, but are unsure what data migration method you want to use to get all of your data into HomeKeeper?<\/p>\n As you start to think about migrating your program information to a new system, look at where your data is currently stored. This will help you plan how to migrate your organization’s data. Some data might be stored in spreadsheets which can be uploaded, whereas other data might be stored in your paper files that have not been digitized yet (Eg. Children’s birth dates, lien positions of loans, etc.) and will need to be manually entered. With data to be manually entered, you will need to determine whether you will migrate the old data or only add new data moving forward.<\/p>\n Many of our users have had this question of how to migrate their data as they moved forward with HomeKeeper, so we put together some pros and cons for each migration method to help you decide which is best for your organization.<\/p>\n With manual data entry, program staff will add data into HomeKeeper by manually typing the required data into the\u00a0HomeKeeper\u00a0fields using paper program files or excel files as references. This is the default way of adding data for our users. During the on-boarding process, HomeKeeper staff will train program staff on how to migrate their data manually by covering how to add properties, homeowners, funding sources, etc. This migration option is best for organizations with dedicated staff for data entry and fewer units (under 200).<\/p>\n With this migration method, program staff will add data into HomeKeeper by uploading program spreadsheets using the Salesforce’s data import tools. Though on-boarding with HomeKeeper staff focuses on how to do manual entry, we have a few\u00a0data import spreadsheets, which can assist staff with migration planning and formatting. \u00a0This migration option is best for organizations with dedicated staff \u00a0or volunteers for data entry, more than 200 units or multiple owners per home over time. If you are working with volunteers to do to the data entry, make sure that there is a staff person supervising the entry of data to correct for any errors. Using volunteers can be a great way to free up staff time and speed up the migration. Check out Habitat for Humanity Seattle King County’s experience with working with volunteers for data entry<\/a>.<\/p>\n If you are an organization that is dealing with migrating a very large program (500+ units) \u00a0or is doing additional customization to HomeKeeper, hiring an outside consultant can be a great way to migrate your data quickly without dealing with any data migration headaches. If you are interested in working with a consultant to do data migration or customization, we can suggest a few good consultants our users \u00a0have worked with in the past. Contact us here<\/a> for more information.<\/p>\n When you decide to move forward with HomeKeeper, speak to our staff about your data migration hopes and goals and we can help assist you with finding a data migration plan that works best for your organization.<\/p>\n","protected":false},"excerpt":{"rendered":" Are you ready to sign up\u00a0for HomeKeeper, but are unsure what data migration method you want to use to get all of your data into HomeKeeper? As you start to think about migrating your program information to a new system, look at where your data is currently stored. This will help you plan how to<\/p>\n","protected":false},"author":1,"featured_media":4868,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_mi_skip_tracking":false,"wds_primary_category":0},"categories":[7,4,9],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/myhomekeeper.org\/wp-json\/wp\/v2\/posts\/3518"}],"collection":[{"href":"https:\/\/myhomekeeper.org\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/myhomekeeper.org\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/myhomekeeper.org\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/myhomekeeper.org\/wp-json\/wp\/v2\/comments?post=3518"}],"version-history":[{"count":0,"href":"https:\/\/myhomekeeper.org\/wp-json\/wp\/v2\/posts\/3518\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/myhomekeeper.org\/wp-json\/wp\/v2\/media\/4868"}],"wp:attachment":[{"href":"https:\/\/myhomekeeper.org\/wp-json\/wp\/v2\/media?parent=3518"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/myhomekeeper.org\/wp-json\/wp\/v2\/categories?post=3518"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/myhomekeeper.org\/wp-json\/wp\/v2\/tags?post=3518"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"data-migration\"](\"http:\/\/myhomekeeper.org\/wp-content\/uploads\/2016\/08\/Data-Migration-1.jpg\")
<\/p>\nManual Data Entry<\/h1>\n
Pros:<\/h2>\n
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Cons:<\/h2>\n
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Importing data with spreadsheets<\/h1>\n
Pros<\/h2>\n
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Cons<\/h2>\n
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Hire a consultant to do the migration<\/h1>\n
Pros<\/h2>\n
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Cons<\/h2>\n
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