Stewardship allows tracking an optional External Donor ID on donor records.
CDM+ requires a unique Donor Code to be defined on all donors.
When data is migrated from Stewardship to CDM+, the Donor Code is assigned as following:
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Use the External Donor ID if set
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Use the internal system Donor ID if no External Donor ID is set
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If there are duplicate Donor Codes:
Find all the donors with the same code, beginning with active donorsLeave the code for the first donor as-isFor the remaining donors, append "_N", when N is a sequential number (e.g. _1, _2, etc.)
Inactive and deleted donors will be migrated to CDM+ as inactive donors to preserve giving history. You may wish to filter out these donor records or merge them with an active record to clean up your donor list.