Data Transfer Review Checklist (for Eleo 1.0 converted users only)

Use this checklist to confirm that all your data transferred correctly from the Eleo 1.0 database. The 1.0 version will remain available in read-only format for reference during your review.

Go through each section below:

• Contacts – Check for completeness and accuracy
• Gifts – Ensure gift records and associated details are correct
• Events – Review past and upcoming events for proper data transfer
• Volunteer Jobs – Verify job roles, assignments, and hours
• Memberships – Confirm membership types, statuses, and dates
• Grants – Review grant records, deadlines, and notes
• Mailing History – Check past mailings and recipient lists
• Mailing Templates (excluding Receipt templates) – Ensure templates transferred correctly
• Static Contact Lists – Make sure all lists are present and up to date
• Settings – Review key settings such as:
  • Custom fields
  • User roles
  • System preferences

If you notice anything that does not look accurate, please reach out to our Support Team. We'll be happy to help you!