Implementation & Data Conversion
Information about data conversion and the implementation process.
Frequently Asked Questions about the Implementation ProcessQuestion: How long will it take to convert my data? The amount of time it takes to convert your data depends on the volume, complexity, and cleanliness of data provided. Also, responding to your implementation manager’s questions in a timely manner affects how long the implement…Tips for Data ConversionWhen preparing your data for conversion to AssociationSphere, consider the following tips to ensure your data is clean and consistent prior to the import into the software. Correcting data after import can be time consuming and is best done prior to the import. Constituent Recor…Glossary of Terms Used in AssociationSphereAcknowledgement – An acknowledgement is a document sent to thank the constituent for the transaction, whether it is a donation, pledge, event purchase, membership renewal, or other type of contribution. Advanced Analytics – Advanced Analytics is an add-on option for creating rep…Verification of DNS SettingsThe purpose of this document is to outline the steps needed to update your domain’s Domain Name System (DNS) settings. These updates are done to verify your sender domain so that recipient email servers know it is your organization. AssociationSphere is “authorized” to send emai…Constituent Grid Data FieldsThe list below shows the vertical representation of all the standard fields that are on the constituent grid. On the actual constituent grid, the field title is shown as the header in each of the columns for a constituent record. Many of the fields are auto populated and are not…Transactions Grid Data FieldsBelow is a vertical representation of the data fields included in the Transactions Grid. The import template will have those fields that can be imported listed horizontally. The Field Title is name listed at the top of the column. The Profile Type indicates which type of constit…DNS Domain DMARC Record SetupNOTE:Google and Yahoo announced requirements that bulk senders must have DMARC in place beginning February 2024. Understanding Gmail and Yahoo DMARC Requirements - dmarcian Set up DMARC# DMARC is an email security standard that allows domain owners to monitor who’s sending email…