Source
Sumac

Sumac

Destination
Bonterra

Bonterra

CRM MigrationStarting at $500

Migrate from Sumac to Bonterra

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Sumac to Bonterra. 8 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 Sumac to Bonterra 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

Sumac vs Bonterra

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

Migrating from
Sumac

Sumac

The #1 Nonprofit Case Management Software

Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.

Founded 1994
Toronto, Ontario, Canada
Best for
Small BusinessMid-Market
Industries
NonprofitsSocial ServicesHealthcare+2 more
Top Strength

HIPAA and PIPEDA compliant with encrypted storage

Migrating to
Bonterra

Bonterra

Social good software for nonprofits

Bonterra is a comprehensive social good software platform serving nonprofits, foundations, and social impact organizations. Through its EveryAction CRM product, it provides donor management, fundraising automation, advocacy tools, and grant management capabilities integrated into a unified platform.

Founded 2021
Austin, Texas, USA
Best for
Mid-MarketEnterprise
Industries
NonprofitFundraisingAdvocacy+2 more
Top Strength

AI-optimized fundraising recommendations

Your New CRM

Why Bonterra is a great choice

Bonterra

Bonterra

"Social good software for nonprofits"

Bonterra is a comprehensive social good software platform serving nonprofits, foundations, and social impact organizations. Through its EveryAction CRM product, it provides donor management, fundraising automation, advocacy tools, and grant management capabilities integrated into a unified platform.

Ideal for: Mid to large nonprofits seeking comprehensive donor management, fundraising automation, and advocacy capabilities in one platform.

AI-optimized fundraising recommendations

Unified donor, fundraising, and advocacy management

Industries
NonprofitFundraisingAdvocacy+2
Best For
Mid-MarketEnterprise

Advanced wealth screening capabilities

Multi-channel campaign management

Learn more at

bonterratech.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Sumac to Bonterra

Sumac
Bonterra
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
Not Available
Products
Mapping Required
Quotes
Mapping Required
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Not Available

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

FAQ

Sumac to Bonterra Migration FAQ

Common questions about migrating from Sumac to Bonterra.

Related Migration Paths

Explore other popular CRM migrations similar to Sumac to Bonterra

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Bonterra → Sumac

Ready to get started?

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

Prefer email? talk@ambrstack.com