Review data before it's transferred

Transferring your data to Passare? Review the data in our staging environment before it's uploaded into Production.

Jump ahead to:

Vital statistics

To start, log in to our staging environment with your temporary username and password.

Once logged in, select the Case Listing tab.

Case Listing tab


You'll see the cases that are being transferred. Select the name of a Decedent to open the case.

Select decedent name on Case Listing tab


You should see the case menu at the top of the screen. If you don't, select the arrow in the middle of the screen.

Arrow icon for case menu


To start, select Vital Statistics.

Vital Statistics link in navigation


Scroll through the page to verify that the information being transferred is accurate.

On this page, fields that transfer are:

  • Decedent name
  • SSN
  • Decedent address
  • Gender
  • Marital Status
  • Level of education
  • Occupation
  • Date of birth
  • Place of birth
  • Date of death
  • Place of death

Vital Statistics page

Vital Statistics page

Vital Statistics page

Keep in mind... Data in Passare's dropdowns must match between Passare and your old system for that data to transfer successfully.


Next, verify that the Case Information sidebar displays correct information.

Fields that transfer here include:

  • Branch/Location
  • Case Identifier
  • Case Type
  • Created Date
  • Case Status
  • Funeral Director
  • Service Type (i.e., Traditional Burial, Direct Cremation, etc.)

Case information sidebar


Family & Friends

Once you review the Vital Statistics, scroll back to the top of the page and select Family & Friends from the case menu. 

Family & Friends link in navigation


Verify the correct Family & Friends are in the case.

Family & Friends entry

Select the Name to view more details.

On this page, fields that transfer are: 

  • Acquaintance name
  • Common Roles (i.e., Next of Kin, Informant, etc.)
  • Relationship
  • Email Address
  • Home/Work/Mobile Phone
  • Deceased (Y/N)
  • Date and Place of Death
  • Place of Burial

Acquaintance details

Acquaintance details

Acquaintance detailsAcquaintance details


Funeral Options

Select Funeral Options in the top navigation.

Funeral options link in navigation


This will show the service details for the decedent.

Fields that transfer are:

  • Event Type
  • Event Date, Start/End Time
  • Venue Name, Address Lines 1 and 2, City, State, Zip
  • Attendance (private or public)
  • Event Notes

Funeral service listing


Click the Service name for further details.

Service details



Click the Obituary page in the navigation bar.

Obituary link in navigation

Obituary text only will transfer to this page.

Obituary page


Next, go to the Disposition page.

Disposition link in navigation

Verify that the disposition details of this case are accurate.

Fields that will transfer include:

  • Disposition Type
  • Disposition Date
  • Disposition Notes
  • Disposition Address

Disposition details

Disposition details

Goods & Services

Next select Goods & Services under the case menu.

Goods & Services link in navigation


All contract items will be categorized as Professional Services. Verify that everything looks correct. 

Fields that transfer are:

  • Item Title
  • Item Quantity
  • Item Unit Price
  • Item Total Price
  • Signed Date
  • Invoice Exported Date
  • Payments Added to Accounting Date

Goods & Services pageGoods & Services page

To categorize contract items manually, see Adjust Goods & Services for Transferred Cases.

Payments & Adjustments

Select Payments & Adjustments.

Payments & Adjustments link in navigation


All Payments will come over as an Adjustment transaction. Make sure the remaining balance is correct.

Fields included in transfer are:

  • Payment Date
  • Payment Type (Adjustment)
  • Payment Amount
  • Payment Notes

Payments & Adjustments page

If you don't already have one, contact your Implementation Manager about pulling your Accounts Receivable report. This will show if any cases have incorrect balances.



Then, return to the Case Listing page by selecting Dashboard at the top of the screen.

From here, you can continue reviewing other cases.

Dashboard at the top of the screen

Once you're satisfied with the content of the data, you'll need to complete the approval form.

When we receive the completed form, we'll work with you to get your finalized data uploaded into your active Passare account.


Curious what data transfers? This article details out supported fields in Passare.


Need help? Email us at or call 1-800-692-5111.