Post-Conversion Checklist (for Eleo 1.0 converted users only)
Great! You’re on 2.0 – Now What?
Here are some items you may need to do:
Settings
☐ Adjust user roles for staff
Communications
☐ Update your letter templates with a logo/image/signature file
☐ Re-create Contact Lists
Reports
☐ Re-create Saved Reports
☐ Re-create Favorite Reports
Integrations
☐ Connect integrations you may have:
- DonorSearch
- QuickBooks
- Payment Processor (Stripe or EleoPay)
- MailChimp
Constant Contact
Web Forms
☐ Re-create Web Forms
Miscellaneous
☐ Add matching gifts
☐ Set up task or calendar items you may need
☐ Note that in 1.0, "Deceased" was a checkbox; now it is a Contact Status. It also should be listed under the Summary field on the Contact record.
Transferred Data
☐ Complete the Data Transfer Review Checklist to confirm that all your data transferred correctly from the Eleo 1.0 database.
Learn
☐ Check out this Eleo 2.0 Walkthrough video, Understanding the Home Screen video, and our other training materials.
Note: The support chat is now on the left-hand side