Data Conversion Workbooks

Your Atlas 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 Atlas customer, your Implementation includes bringing over much of this information and loading it in to your Atlas system for you, so that when you go live on Atlas, all of your valuable membership info is available to you (Note: the amount of data you are able to bring over is based on your Atlas package).

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

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

There are 3 versions of the Data Conversion Workbook. Your Onboarding Specialist will tell you which version you are to use:

  • Core Workbook - for Chambers, Trade Associations, and Professional Societies
  • HBA Workbook - for Affiliates of the National Association of Home Builders
  • NAA Workbook - For Affiliates of the National Apartment Association
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