The real cost of switching tools is not the subscription — it is fear. Ten years of donations, families, reserved seats, Yahrzeits: the idea of losing any of it keeps communities on tools that have been slowing them down for years.
What migrates — meaning everything
- Contacts and families, with their relationships and Hebrew dates.
- Donation and payment history, attached to the right people.
- Open pledges and their schedules.
- Recurring subscriptions and direct debits.
- The categories, tags and lists your team built over the years.
At Unisoft, this migration is included — from a spreadsheet, ShulCloud, ChabadOne, Donorbox or any existing system. You provide the exports, the team does the rest, and you validate the result before switching over.
Three questions to ask (any vendor)
One: is migration included, or billed as “services”? Two: who does the work — you with an Excel template, or them with your exports? Three: what happens to active recurring payments — will your donors have to re-enter everything? That last one is the painful one: a lost subscription is rarely re-subscribed.
There is no right moment — there is a right process
There is never a “good time” to migrate: there is always a campaign, a holiday, a school year starting. The right approach is to migrate in parallel — the old system stays readable while the new one takes over — and to switch on a quiet day, not the eve of Rosh Hashanah. Most organizations are up and running in under a day.