Data Conversion Workbook

Your MC Trade database is capable of tracking an immense amount of information about your members, from demographics and relationships, to participation history and engagement preferences.

As a new MC Trade customer, your Implementation includes bringing over much of this information and loading it in to your MC Trade system for you, so that when you go live on MC Trade, all of your valuable membership info is available to you.

Because different databases have different table schema and naming structures, converting your data from your old system in to MC Trade must be done in a systematic and cautious way. Otherwise, you'll end up with inaccurate or irrelevant data in MC Trade - something you definitely want to avoid as much as possible.

To ensure an accurate and organized Data Conversion, MC Trade employs the Data Conversion Workbook - an organized, multi-sheet Microsoft Excel file that is already aligned to feed data in to your MC Trade database.


Download MC Trade Data Conversion Workbook

Training Videos:

Intro to Data Conversion Workbook, Modeling Map, Association Info, Users

Organizations & Individuals

Additional Addresses, Email, Phones

Member Activity

Social Media

Affiliations, Custom Fields, Profile Custom Fields

Listings (Directory)

Committees, Committee Members, Events, Event Attendees



Accounting Packages & Account Codes

Revenue Items & Payment Types



Advanced Tabs:


Certification Types, Certifications, CEU Source, CEU Type, Profile CEUs

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