Bring the history. Leave the system sprawl behind.
Switching operating systems should not mean abandoning institutional memory. CauseWorkHub Migration is a controlled, staged path from exported records and files into one nonprofit-owned Hub—with mapping, validation and human sign-off before cutover.
You should not have to start over to move forward.
CauseWorkHub now includes a Migration Center for governed imports. Direct CSV migration for people, donors, supporters and donation history includes dry runs, validation, duplicate review, CRM matching, controlled commits and audit records. Guided migration maps organizations, cases, grants, finance, projects, HR, forms, documents and other operating history into the workspace that owns each record.
The destination is one connected operating record.
We do not migrate disconnected chaos merely to reproduce it. We inventory each source, map what the data means, resolve duplicates deliberately, apply the right permission boundary, validate the result and produce a cutover record the nonprofit can actually review.
Move the records that make the organization run.
Migration begins with supported exports—not hidden access to a vendor account. The available Migration Center accepts controlled CSV batches for supported record types and maps guided imports into the correct CauseWorkHub workspaces.
Contacts, donors, supporters, businesses, households, relationships, source and communication preferences.
Program structure, participants, case ownership, statuses, service history and appropriately classified notes.
Funders, awards, restrictions, deadlines, deliverables, responsible people and supporting evidence.
Board and worker identities, roles, terms, policies, meetings and records—with separate permission treatment.
Projects, assignments, milestones, meetings, calendars and accountable follow-through.
Documents are classified, checked and placed into the private Vault rather than copied into Media Library.
Inventory. Map. Rehearse. Verify. Cut over.
The first import is never the production cutover. Migration is rehearsed in a controlled environment so the organization can see what moved, what changed and what requires a decision.
A successful import is proven—not assumed.
Validation compares the source package with the imported result. Exceptions remain visible for correction instead of disappearing inside a reassuring “completed” message.
- Source and imported record counts
- Required-field and relationship checks
- Duplicate and merge decision log
- Rejected-row exception report
- File count, size and integrity verification
- Role and visibility acceptance tests
- Financial-context reconciliation
- Named organizational sign-off
Cutover has a clock, an owner and a way back.
The organization chooses the transition window. Source systems remain unchanged during rehearsal. The final plan identifies the record freeze, last export, final delta import, user activation, support window and the conditions that would pause or reverse launch. Original export packages remain under the nonprofit’s control according to its retention decision.
Clean source exports, confirm owners, define the freeze and approve the mapping.
Run the final import, reconcile results, activate roles and verify critical workflows.
Monitor exceptions, close gaps, preserve the migration report and retire sources deliberately.
The Migration Center is available now. Each source still earns its mapping.
CauseWorkHub will not promise a magical one-click import from every vendor. Export formats differ, source data is often inconsistent and sensitive records require organization-specific decisions. Reusable mapping, dry-run validation, duplicate handling, controlled commits and migration audit records are available now. Each nonprofit’s actual migration plan is still approved before production data moves.
Switch systems without surrendering history or control.
See the complete operating system in the live demo, then bring your host or web professional the exact technical checklist.