Revised 4/17/26
Data Validation Checklist
Purpose
This checklist helps confirm that your data from your previous system (such as FIMS, Blackbaud, or Excel) was migrated accurately into akoyaGO. You do not need to review every record. Instead, validate counts, totals, and representative samples that you know well.
Review of your data is required before data validation sign-off. Note - the list below is not inclusive of custom fields and tables unique to your organization. Please reference your Data Map to verify mapping of converted records and your Data Validation Worksheet to compare counts and totals from your previous system(s) to akoyaGO.
Organizations (Constituents) & Individuals (Contacts)
Please verify:
Names display correctly (organizations and individuals)
Addresses, emails, and phones are populated appropriately
Individuals link to the correct organization (parent constituent), where applicable
Organizations link to the correct primary contact
Custom fields match the data map.
How to check:
Compare totals: # of organizations and # of individuals/contacts (optionally by type/status).
Spot-check key + random records (names, salutations, key fields).
Review missing contact info (blank address/email/phone) vs. legacy.
Validate links: individual ↔ organization and organization ↔ primary contact.
Scan for likely duplicates and confirm merge/dedupe approach.
Connections (Affiliations/Relationships)
Please verify:
Connections/affiliations link to the correct constituents.
Role types are correct (e.g., Board/Trustee, Committee, Officer, Staff Liaison, Employee/Employer, Volunteer, Advisor, Family, Grant/Billing/Primary Contact).
Direction/reciprocity is correct where expected.
Dates/status are correct for time-bound relationships.
Primary flags and notes/custom fields match the data map.
How to check:
Compare connection counts overall and by key role type.
Spot-check known people/orgs to confirm roles, dates, and linked records.
Verify org contacts (primary/billing/grant) against legacy.
Check both sides display correctly for reciprocal relationships.
Review edge cases (multi-role, multi-employer, inactive/history, duplicates
Distributions (Requests & Payments/Requirements)
Please verify:
Grant/scholarship amounts and dates are accurate
Applicant vs. payee is correct
Fund/designation (+ accounting) is correct
Status and program coding are accurate
Payments/requirements reflect multi-payment disbursements
Interfund transfers: receiving fund is correct
How to check:
Compare transactions to the legacy system.
Spot-check recent distribution amounts and dates.
Committees
Please verify:
Committee names/types/descriptions match legacy.
Status and dates (active/inactive, start/end, term structure) are accurate.
Memberships link to the correct constituents.
Roles/leadership and term dates are accurate.
How to check:
Compare committee and roster counts to legacy (focus on key committees).
Spot-check rosters for roles and term dates.
Verify memberships from the constituent record view.
Check edge cases (multi-committee, role changes, former members).
Programs
Please verify:
Program names/codes/descriptions match the data map.
Programs link correctly to related records (grants/requests/payments/requirements and/or gifts, as used).
How to check:
Compare service area/program counts to legacy (include inactive if migrated).
Run a simple summary by program and compare to legacy totals (where possible).
Check exceptions (missing picklist values, duplicates, miscoded records).
akoyaGO + Accounting Only
Gifts & Gift Payments
Please verify:
Totals match legacy: gift count/amount and payments received (same date range).
Gift crediting/coding is correct (donor, date, type, fund/designation, campaign/appeal, soft credit).
Payments are complete and accurate (date, amount, method, batch/deposit).
Pledges are correct (amount, schedule, paid-to-date, balance; payments applied correctly).
No unintended duplicates; unapplied payments/credits are intentional.
How to check:
Compare totals: gift count/amount and payments received (same filters).
Spot-check a mix of gifts (high-dollar, recent, recurring, complex types).
Validate pledges end-to-end (schedule, applied payments, balances).
Review exceptions (missing/unapplied payments, duplicates, mismatched pledge status).
Donors & Prospects
Please verify:
Donor/prospect records link to the correct constituent/primary contact.
Gifts/pledges/payments credit to the correct donor/prospect (and constituent).
Soft/recognition credit and household rollups are correct (if used).
Giving summary fields (if stored) match the underlying gift/payment history.
Donor/prospect codes (solicitation, comm prefs, DNC, etc.) match the data map.
How to check:
Spot-check top donors: compare giving totals, then drill into gifts/payments for correct attribution.
Test org vs. individual crediting on a small sample of gifts.
Check pledges end-to-end (linked donor, applied payments, balances).
Verify a few known soft-credit examples and confirm rollups.
Run exceptions: zero-giving donors, gifts missing donors, miscoded gifts, duplicates splitting history.
Funds
Please verify:
Fund designation is correct (Fund Type, Fund Class, Endowed checkbox)
Active funds have DT Accounts assigned
Fund list totals match expected number based on statuses/designations
Fund data reflects data map for fields like Established, Date Retired, etc.
Fund History reflects contributions and disbursements accurately
Fund Net Assets totals (balances from ledger) match expected value
How to check:
Review list of funds in akoyaGO
Spot check handful of fund history and compare to legacy system