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Assisted migration supported

Migrate from Spreadsheets to Alignmint

Spreadsheet migrations are common. We help turn donor, donation, volunteer, accounting, and event files into clean import-ready records.

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What usually moves

  • donor lists
  • donation history
  • chart of accounts
  • volunteer lists
  • event and membership records

What we review first

  • duplicate rows
  • missing donor identifiers
  • date, fund, and amount formats

Files that help

  • CSV or Excel files
  • field notes for each file
  • current chart of accounts
  • current fund or program list

Quick Answer: Should you migrate from Spreadsheets?

Nonprofits moving off scattered spreadsheets and into one shared operating system. The first step is a free migration review, not a blind import. We confirm the data shape, map the risky fields, and give your team a clear switching plan before records move into Alignmint.

Typical next step: Start with the files you already use; we will identify cleanup needs.

How the migration review works

  1. Choose Spreadsheets and schedule a free migration review.
  2. Gather the exports listed above, even if they are incomplete.
  3. Alignmint confirms what can move, what needs cleanup, and what should stay archived.
  4. Your team reviews the import result before switching active work into Alignmint.
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