Your history, brought across intact
You don't have to buy this
Prepare it yourself
Templates, documentation and a public API. If your team has the technical skills, you can shape the data and load it yourselves — some customers script the whole import and never send us a file.
Hand it over
We map your records into SwiftFox, run trial migrations and validate against your source systems before cutover. Your order form sets the allowance, and anything beyond it is quoted before it starts.
Everything in. Then everything out
How it works
1
We look at what you've actually got
Before anything is planned, we go through your existing systems and find out what's in them. What's duplicated, what's inconsistent, and what's been structured to suit software you're leaving behind.
2
We agree what comes across
Not everything should. Some history earns its place in a live CRM and some belongs in an archive. You decide, and we tell you what each choice costs you in effort before you do.
3
We map it to how you'll work, not how you worked
Records go into the structure that suits the way your team will actually operate. The relationships between people, organisations, invoices, subscriptions and events stay intact.
4
Trial runs, until the numbers match
We load into a test environment and check it against your source. Then we do it again. Your team reviews real records rather than a summary, so problems surface while they're still cheap.
5
Then it's yours to report on
Once your data's in, the same team builds the dashboards, reporting environments and exports your leadership and finance teams need — with your people, so they can run them without us.
6
Want more? Say so
A new reporting requirement, an extra system nobody mentioned, a BI feed you didn't need last year. Your account manager scopes it and you see the cost before anything is loaded.
Where data services stops
Being clear about this upfront means you get the right specialist rather than a general answer.
What data services covers:
Mapping and loading membership, financial, event, communication and document records
Preserving the relationships between people, organisations and transactions
Trial migrations and validation against your source systems
Dashboards, reporting environments and scheduled exports
Reporting databases that feed your own BI tools
What data services doesn't cover:
Building integrations with external systems
Ongoing data entry or record maintenance
Setting your data retention policy
Fixing data inside the system you're leaving
If a reporting requirement turns out to need something the platform doesn't do yet, that's Solutions design's job. We'll bring them in rather than guess at it.
The teams either side of us
Enablement
Hands-on training, at whatever pace suits your team
We work with your team from kickoff through cutover — demonstrating the features you're actually implementing, answering the awkward questions and getting people confident before day one.
Train the team yourself through the Academy, or bring us in.
Solutions design
For the requirements that only surface once you're in it
Someone tests an edge case, or an old process won't map. We start by working out whether the platform already does it another way, because more often than not it does.
When it genuinely doesn't, you get a documented scope and a real estimate before anything is built
Website development
A website that runs on the same records as your CRM
Membership applications, event registrations, directories, forms, payments, news and member portals, all driven by your CRM data. Designed and built in-house. Manage the information once.
We train you on the CMS and build the core site. Keep building pages yourself, or send them to us.