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      Data transfer - supported fields

      Keep your data with our transfer process! Understand the supported and non-supported data points.

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      We understand that transitioning from one system to another comes with concerns about keeping all of your historical data. For this reason, we've outlined the process below, as well as some supported and non-supported data points. 

      Process overview

      There are many steps to ensure an accurate and consistent transition. Therefore, this process typically takes 30 days to complete, depending on the complexity and integrity of your data.


      CLEAN UP >>> REQUEST >>> CONVERT >>> TEST >>> IMPORT

      1. Clean up current AR - If you’d like to clean up your AR (i.e., writing off cases to bad debt), this would be the time to do that.

      2. Request data from previous provider - Because your previous provider will not accept a data request from Passare, you will need to make the request.

      3. Convert data - The data will need to be converted into the specific format and file structure required to import into Passare.

      4. Import data into a Passare test environment - In order to ensure data integrity, it will need to be verified by you in a test environment and confirmation sent back as soon as possible.

      5. Import data into production - Once the data is imported into production, any payments or adjustments to cases that occurred after the data was requested from the previous provider will need to be entered into Passare

      Additional information on the data transfer process can be found here.

      Supported data points

      Below is a list of the exact data points Passare currently supports as a part of the data transfer, conversion, and importing process. It is vital to understand what data points are supported, and equally as important, which data points are not supported. 


      CASE INFORMATION

      Basic Case

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

      Decedent

      • Title, First/Middle/Last Name/Last Name at Birth, Suffix
      • Alternate Name
      • SSN
      • Address Lines 1 and 2, City, County, State, Zip, Country
      • Gender
      • Marital Status
      • Level of Education
        • Must match exactly with options in Passare
      • Occupation
      • Date of Birth, City, County, State, Country
      • Date of Death
      • Death Location*, Location Name, Notes
        • *i.e., Decedent’s Residence, Hospital, Nursing Home, etc.
      • Disposition Type
      • Disposition Date
      • Disposition Notes
      • Disposition Address Lines 1 and 2, City, State, Zip, Country
      • Obituary (text only)


      CONTRACT INFORMATION

      • Signed Date
        • Often referred to as Posting Date or Contract Date
      • Invoice Exported Date
      • Payments Added to Accounting Date


      ACQUAINTANCES (FAMILY/FRIENDS) INFORMATION

      • Title, First/Middle/Last Name, Suffix
      • Preferred Name
      • Common Roles (i.e., Next of Kin, Informant, etc.), Relationship
        • Must match exactly with options in Passare
      • Email Address
      • Home/Work/Mobile Phone
      • Deceased (Y/N)
      • Date and Place of Death
      • Place of Burial, Address Lines 1 and 2, City State, Zip, Country


      EVENT INFORMATION

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


      CONTRACT INFORMATION

      • Item Title
        • All items import as general items in an 'Imported Data' category - they are not imported into specific categories, such as Professional Services, Merchandise, Cash Advances, etc.
      • Item Quantity
      • Item Unit Price
      • Item Total Price
      • Payment Date
      • Payment Type
        • All payments import as an Adjustment
      • Payment Amount
      • Payment Notes


      VETERAN INFORMATION

      • Military Service (Y/N)
      • Branch of Service
      • Military Serial Number
      • VA File Number
      • Date of Enlistment and Discharge
      • Current (or Most Recent) Ranking
      • Military Status
      • Honorable Discharge (Y/N)
      • Service-Connected Death (Y/N)


      Non-supported data points

      Below are the most commonly asked about data points Passare does NOT currently support as a part of the data transfer, conversion, and importing process. We're continually re-evaluating our data transfer capabilities and working towards supporting additional data points in future releases.

      • Photos
      • Files/Attachments (more info can be found here)
        • We do support the import of files/attachments from SRS 8 and SRS 9.  Additional fees apply.
      • Rolodex (contact) details
      • Embalming and Preparation Details

      IMPORTANT - All other data points not outlined above in the Supported data points section are not transferred to Passare.

       


      Need help?       Email us at support@passare.com or call (800) 692-5111.