Before you begin your migration journey please review and confirm the following information (select all that apply):
Once the request has been submitted, a migration specialist will be assigned, they will review your request(s), and will reach out to the email address you provided with the next steps for your migration type.
Your Fundraise Up account ID can be found in your dashboard URL, look for the ID starting with "A" in the URL
Please add up to 2 additional people you would like to have access to the migration conversations. (ex. finance, data manager, CRM manager, etc.)
Approximate number of recurring plans you want to migrate to Fundraise Up/Stripe
Approximate amount in dollars $ per month of the recurring plans you want to migrate
What platform is managing the recurring plans? More often than not, it's your CRM or donation management software. If you were to cancel a recurring plan on behalf of a donor, where would you do it?
