Conversion to Realm, Pledges & Pledge Payments

Dan HoutReilly

Has anyone completed the conversion to Realm? If so, how was your pledge and pledge payment information handled? Our pledge and pledge payment data is a mess in the Realm database (thankfully only a sandbox database!). Our conversion team is acting like I'm the first person to suggest that pledge information needs to be brought in correctly. Currently, the Realm database is showing incorrect original pledge amounts, amounts applied to the wrong pledge year, pledge payments not applied to a pledge at all, balances on pledges that were paid in full, missing pledges with outstanding balances, no pledges noted as fogiven, etc.

Tara Cain

@Dan HoutReilly Did this ever get worked out to your satisfaction? We are in the midst of conversion to Realm.

Dan HoutReilly

@Tara Cain Blackbaud support gave me instructions on how to pull a list of pledge payments and which pledges they were applied to. The resulting spreadsheet notes the background gift identifiers that are otherwise not visible. Its not straight forward but Realm was able to use that information clean up a lot of the gifts.

Realm was not able to mark any of our pledges as forgiven. I have yet to manually update our Realm database one pledge at a time.

Tara Cain

@Dan HoutReilly Frustrating, but also helpful. Thanks very much!