If you made it here, congratulations! You're one step closer to making the switch over to Gather's modern case management platform. One important step in the transition is the data migration process.
It takes several weeks to migrate your existing data from your previous system to Gather, due to the complexity of the data migration, how many cases are being migrated, and how quickly our team receives the proper login credentials or data export.
We migrate data from many different providers, please click each link below to find your data migration guide so you have a visual understanding of how our data migration process works:
Step 1: Specify and Assess Your Migration Needs 📝
When switching to Gather, assess what historical data you need to be migrated to
the new system. Because you’re moving to an entirely new system, your migrated data will be displayed differently in Gather, and will take some time to get used to.
The guides (linked above) offer specific details about what data can be migrated to Gather from your current provider. A few examples of information or data that can easily be migrated to Gather include:
Case Data and Vital Information
Custom Case Notes
Acquaintances or Helpers
Please note: There is not one universal data format that is used by all providers, and because of that, it is not currently possible to migrate existing account receivables from your previous system. Our team recommends that you collect, close out, or manually move your current Accounts Receivable to Gather.
Step 2: Establish a Cut-Off Date From The Old System ❌
Work with your new account manager at Gather to establish a cut-off date when
your team will stop entering cases in your old system, and begin entering new cases in
Gather. We do not migrate multiple times, so plan accordingly with this date, and
be sure to get your training completed promptly so you can begin using Gather fully.
Step 3: Request a Data Export or Provide Your Login 📥
Depending on your previous system, you'll either need to communicate with your previous system's account manager or provide a login to Gather's team. Once our team has received proper access to your historical data, we're able to proceed with initiating the data migration process.
Step 4: Be Patient, Data Migration Takes Time ⏰
Data migration requires your collaboration. If you commit to completing this
project, data migration can be completed within 2-4 business weeks. The timeline is based upon several factors, including:
The complexity of the data migration
How many cases are being migrated
How quickly you provide the proper login credentials or data export
Step 5: Review and Validate Your Migrated Data 🤓
Our team will generally conduct a mini migration of approximately 15 cases. We need you to review the mini-migration and validate the data being migrated from your old system to Gather. Once our data team has your approval, we’ll complete the rest of the
migration and ask you to review it one last time. Once you approve, the data migration is officially complete.
Step 6: Congrats, Your Data Migration is Complete 🚀
And just like that, your data migration to Gather should be complete! Please refer to the linked guides above for additional details with a specific provider that you're migrating data from.
Need more help? Chat with our team anytime, or give us a call at (208) 908-0488.