Data Project Request

The following survey provides our Data Team with information to manage your project. Submission of this form will initiate a case with our team, and a Data Specialist will be reaching out to confirm your project details.

You may need to collaborate with others in your organization to finish completely, so we recommend reviewing the whole survey before beginning to fill it out.
Organization Information





If you (the requestor) are also the billing contact, leave this field blank.

If you (the requestor) are also the billing contact, leave this field blank.

Provide your project details below:

Account/Contact Deduplication

Our Data Team will assist in identifying and merging duplicate Account and Contact records using a robust, third-party tool called DemandTools. This project consists of an initial merge of clearly identified duplicate Accounts, a review period where your team will be able to edit a list of remaining, potential duplicate Account matches, and a final deduplication of your Account revisions and any Contact matches that live in the same Account, as the result of the merge.


This project is available at two levels: 

Option A: Standard Account/Contact Deduplication
Includes:
  • Standard internal Account merge passes (Rigid, Semi-Rigid, and Loose search terms used to identify clear duplicate matches)
  • Two (2) files of potential duplicate Account matches for your team to review, including Potential Duplicates by Address Match and Potential Duplicates by Name Match
  • Final merge based on your team's revisions
  • Merge of all duplicate Contact records living within the same Account, based on Name and Email
  • Limit of 50,000 Accounts in your overall database; larger databases will be assessed at a higher project cost.
Option B: Advanced Account/Contact Deduplication
Includes:
  • All Standard offerings, listed above
  • Advanced internal Account merge passes (in-depth cross-search of matching Contacts living in separate Accounts)
  • Limit of 50,000 Accounts in your overall database; larger databases will be assessed at a higher project cost.

This number can be found in the Setup Menu > Storage Usage > Current Data Storage Usage > Accounts

Bulk Qualification

Qualification of Contact records that are entering your database from an outside source is crucial to your organization's database maintenance. Whether your organization has let manual qualification slide for a while, or if you've just recently had an influx of new signups, you might be feeling overwhelmed by the amount of qualification work ahead. With a Bulk Qualification, our Data Team will qualify your outstanding unqualified records en masse, giving your team a clean slate for future qualification.

This project is available at three levels:

Option A: Basic Bulk Qualification

Includes:
  • Qualification of all outstanding, unqualified Signups
  • Limit of 1,000 records

Option B: Standard Bulk Qualification

Includes:
  • Qualification of all outstanding, unqualified Donations, Ticket Orders and Signups
  • Limit of 2,500 records

Option C: Advanced Bulk Qualification

Includes:
  • Qualification of all outstanding, unqualified Donations, Ticket Orders and Signups
  • Limit of 10,000 records

Data Update or Import

Whether you have a list of new patrons in an Excel file or you'd like to make a bulk update to your existing records, our Data Team is here to help!

This project is available at three levels:

Option A: Basic Data Update or Import

Includes:
  • Update of existing data from a file containing Salesforce record IDs

Option B: Standard Data Update or Import

Includes:
  • Update of existing data or import of new data from an external source
  • (Data must be formatted to our PatronManager Data Template)

Option C: Advanced Data Update or Import

Includes:
  • Update of existing data or import of new data from an external source, without connecting Salesforce IDs
  • Consultation and re-formatting data from a raw export from your legacy system or external source

Requirements

Basic Data Update or Import projects must fit the following criteria:
  1. Data must be submitted in .xls or .csv format (or provided as a report directly in PatronManager)
  2. Data must include Salesforce ID of the record being updated
  3. File headers must either correspond with existing Salesforce field names or API names, or headers must be formatted to the PatronManager Data Template
  4. Limit of 50,000 records (rows) in your data file; larger files will be assessed at a higher project cost
Requirements

Standard Data Update or Import projects must fit the following criteria:
  1. Data must be submitted in .xls or .csv format
  2. File headers must be formatted to the PatronManager Data Template
  3. Limit of 50,000 records (rows) in your data file; larger files will be assessed at a higher project cost
Requirements

Advanced Data Update or Import projects must fit the following criteria:
  1. Data must be submitted in .xls or .csv format
  2. Raw export from a single legacy system or external source must meet basic Salesforce data structure requirements (e.g. one transaction per row)
  3. Data can be submitted in multiple files, provided that the data originated from the same legacy system and is formatted in the same way between files.
  4. Limit of 50,000 records (rows) in your data file; larger files will be assessed at a higher project cost

Data Submission

If you already have access to your organization's shared PatronManager folder in Google Drive, upload your file and let us know the name of the file in the comments below, or provide a link. If you don't have access to your Google Drive folder, we'll send you an invitation shortly after you submit your survey.

If your project doesn't involve uploading a file for our Data Team - such as a data update from a report or a large Event Inventory creation project, please skip to the next question and provide a link to your report or sample event instead.

Record Archive

Each PatronManager account starts out with a limit of 10 GB of data storage. Every record created in your database takes up a small amount of data storage, which can add up over the years. If you've reached your data storage limit, we recommend either purchasing additional storage or archiving unnecessary records.

This project is available at three levels:

Option A: Basic Record Archive

Includes:
  • Export file(s) of record details to be archived
  • Deletion of archived records from your PatronManager database
  • Limit of 10,000 records

Option B: Standard Record Archive

Includes:
  • Export file(s) of record details to be archived
  • Deletion of archived records from your PatronManager database
  • Limit of 25,000 records

Option C: Advanced Record Archive

Includes:
  • Export file(s) of record details to be archived
  • Deletion of archived records from your PatronManager database
  • Limit of 100,000 records



For example, "Campaign Members older than 6 months;" "Accounts/Contacts without transactions in the last 5 years AND without a Mailing Address;" "Seat Instances from all shows from 2018-2019"

Anything to add?

Submission of this form will create a case with our Data Team. We will reach out to you with a Dropbox Sign agreement summarizing your project which will need to be signed before any work is completed.