A nonprofit data migration should start with a clear inventory, not a blind upload. Gather the files your team already trusts: donor lists, donation history, chart of accounts, fund or class reports, vendor lists, volunteer records, event registrations, member lists, pledges, and open balances.
Use the checklist to label each file with its source system, date range, owner, and open questions. If a field is confusing, keep it and add a note. Deleting unclear data too early can make cleanup harder later.
The most important review areas are duplicates, old fund names, restricted gift labels, inactive accounts, soft credits, householding, pledge balances, and any report your board or accountant still expects to see after the move.
After the files are gathered, use the AlignMint nonprofit data migration tool to choose your current provider and schedule a free migration review. We will confirm what can move, what needs cleanup, and what should stay archived.