Contacts, donation history and active gifts are different records
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Start with the question: who is the person, what happened, or what is scheduled next? Those questions need different evidence.
Records
Make the record mean something.
Identify the right evidence before accepting an import or a count.
Identify the right evidence before accepting an import or a count.
3 practical guides
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Check a review queue without mistaking arithmetic for payment proof
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Count each review item once at one cut-off time. Matching totals show that the queue is classified, not that donations succeeded.
Review a donor-record import before and after it runs
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Check the intended record type, mapping and exception report before accepting an import. A successful upload is not a completed migration.