Importing Your Data

Moving donors, gifts, and accounts into AlignMint starts with a free setup review. Export what you have, and our team maps the files before records move. Administration → Data Import, including QuickBooks Online connect, is not open in customer workspaces yet.

QuickBooks Online

The Data Import tile explains that this workflow is still being finished before it is turned on. Do not expect Connect QuickBooks or Import now to open a live import. When that tile is opened for customers, it will be the place a director connects QuickBooks Online. Until then, export from QuickBooks and use the assisted import below.

Assisted Import for Other Systems

Moving from Aplos, Bloomerang, DonorPerfect, Blackbaud, spreadsheets, or church management tools? Start with a free setup review. Export donors, gift history, chart of accounts, and fund or class reports from your current system. AlignMint reviews the files, flags duplicates and restricted funds that need special handling, and confirms what can move before any data posts.

Assisted import help protects accounting history and donor relationships from being copied over blindly. ProEnterprise customers receive hands-on cleanup help, including chart-of-accounts alignment with fund accounting standards.

What You Can Import

• Donors and contacts: Names, emails, addresses, phones, and custom fields

• Donation history: Amount, date, fund allocation, and payment method

• Chart of accounts: Account numbers, names, types, and parent relationships

• Funds and restrictions: Purpose labels, grant tags, and legacy class structures mapped to AlignMint funds

• People and activity: Members, volunteers, vendors, pledges, and selected notes when your export includes them

Before You Import

1. Finish organization setup so receipts and reports use the correct legal name and EIN

2. Export fresh files from your current system and note the as-of date
3. Review households and donors for duplicates or archived records

4. Gather fund and restriction documentation your bookkeeper will need during reconciliation

After Import

Verify totals against your prior system before you close a fiscal period. Run a bank reconciliation once operating accounts and opening balances are confirmed. When QuickBooks connect opens for customers, disconnect will live on Data Import and will not erase history from past imports.

Fund Accounting features · Fund Accounting glossary · Migration hub