ChMS+Data+Conversion

Tracking ChMS Data Conversion issues at C3HUU:

Now on the other hand, SK team wondered if we can set the "Envelope Number" equal to the Logos "Member Number" ? Every financial transaction exported from Logos has the Logos "Member number". Well, almost, there are some contributions from people who are in the same "family unit", so same member number, but there is an additional field that I used to create unique member IDs for SK.

There is a problem with the logic used to create the Family Member Number, which needs to be a digit from 1 to 4 for Servant Keeper (SK). This was fixed, then the Import Utility worked well to pull data into SK. Unfortunately you CANNOT overwrite new with old data, and one can't delete data en masse either! (Problem record opened.)

The attempt to create Envelope Numbers in the Member data worked, and in the Contribution/Pledge data worked, too. But when attempted to take the imported member data and merge, found that the Envelope Numbers were not created correctly.

The only import tool for Contributions requires a very constrained CSV format. There is no way to import prior year Pledge information. This may be a real killer for SK migration! - problems were opened with SK support - entries was logged on the SK user support bulletin board These issues have closed the trial for Servant Keeper for now (2009-04-08). The package is unusable if member and contribution data import cannot requires so much manual update.