Source
GiveSmart

GiveSmart

Destination
nCino

nCino

CRM MigrationStarting at $500

Migrate from GiveSmart to nCino

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from GiveSmart to nCino. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your GiveSmart to nCino migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

GiveSmart vs nCino

A quick look at both platforms to help you understand your migration path

Migrating from
GiveSmart

GiveSmart

Fundraising software for nonprofits

GiveSmart by Momentive Software is a comprehensive fundraising platform that combines event management, mobile bidding, auctions, peer-to-peer campaigns, text-to-give, and donor management. It streamlines fundraising workflows with direct CRM integrations and automated donor tracking.

Founded 2008
Atlanta, Georgia, United States
Best for
Small BusinessMid-Market
Industries
NonprofitEducationHealthcare Nonprofits+2 more
Top Strength

Comprehensive event and auction management

Migrating to
nCino

nCino

The worldwide leader in cloud banking

nCino is a cloud-based Bank Operating System built on Salesforce, providing financial institutions with CRM, loan origination, customer onboarding, account opening, credit analysis, and enterprise content management. Used by over 2,700 financial institutions globally including TD Bank and Truist.

Founded 2012
Wilmington, North Carolina, United States
Best for
Mid-MarketEnterprise
Industries
BankingFinancial ServicesCredit Unions+1 more
Top Strength

End-to-end Bank Operating System on Salesforce platform

Your New CRM

Why nCino is a great choice

nCino

nCino

"The worldwide leader in cloud banking"

nCino is a cloud-based Bank Operating System built on Salesforce, providing financial institutions with CRM, loan origination, customer onboarding, account opening, credit analysis, and enterprise content management. Used by over 2,700 financial institutions globally including TD Bank and Truist.

Ideal for: Banks and credit unions seeking a unified platform for loan origination, customer onboarding, and CRM built on Salesforce.

End-to-end Bank Operating System on Salesforce platform

Serves 2,700+ financial institutions globally

Industries
BankingFinancial ServicesCredit Unions+1
Best For
Mid-MarketEnterprise

Integrates with core banking and third-party systems

Consumer Banking APIs for custom experiences

Learn more at

ncino.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from GiveSmart to nCino

GiveSmart
nCino
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Not Available

Specialized

Tickets
Not Available
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

GiveSmart to nCino Migration FAQ

Common questions about migrating from GiveSmart to nCino.

Related Migration Paths

Explore other popular CRM migrations similar to GiveSmart to nCino

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com