Detailed Interactions
Name four pieces of data that will not be copied over Organizer in their current form
What is Conversations, page views, meetings, notes, social media, events
source: Data copy limitations confluence page
What is the last worksheet that PSMs and DMs need to fill out with a partner before we can begin to migrate their data to Organizer?
What is the Data Copy worksheet
source: Data-focused migration steps & previous trainings
What must a profile have in M{insights to be considered 'copyable' to Organizer?
What are at least one of the following: full name, phone number, street address, email address, or non-voter file external id
source: Data copy limitations confluence page
What "rest api" actions can we utilize currently in Organizer API?
What is the Get call
source: past trainings
In Data copy, can you export out multiple PII data points (like multiple names) for a single record?
what is yes
source: Data copy limitations confluence page
Will you be able to find a record's M{insights ID in Organizer? If so, where?
What is Yes - as the external ID "Legacy ID"
source: Data copy limitations confluence page
How long are we estimating it will take us to conduct data copy for a single partner?
what is 7-10 days (with the goal of 5)
source: Previous trainings
What are the three sections of the Atlas Transition Report that DMs and PSMs need to populate with fields and stats?
What are New fields/values, high match rate fields, notable changes
source: Partner facing atlas transition reports
How can we know which Organizer End Points are valid?
What is Due to GraphQL being the same query language the backend application code uses we will be exposed to endpoints that are currently in production
source: past trainings
As of now, what migrated data points are we able to back out or delete from Organizer?
What is none
source: trainings
Form submissions will be copied over as part of data copy. What is going to be unique about the form that these submissions will be attributed to?
What is it will be of legacy type, you won't be able to open it, submit to it or edit it
source: Data copy limitations confluence page
What are the two trackers that DMs are responsible for filling out throughout migration?
What is the Atlas Sign-off, Data Migration/Copy Tracker
source: Atlas sign-off tracker and data migration/copy tracker and data focused migration steps tracker
Will custom score attributes be copied over to Organizer?
what is no
source: Data copy limitations confluence page
What are the three key pieces of information needed to run an Organizer API call?
What are Organization ID, Token, Environment
source: Organizer API getting started confluence page
What slack channel can you watch to stay up to date on new updates to Organizer and/or Atlas?
What is #organizer-releases
source: slack?
For phone calls copied to Organizer, what is the name of the user account attributed with making each call?
What is Legacy User
source: Data copy limitations confluence page
In what migration journey phase does data copy happen?
What is Preparation
source: Data Focused Migration steps
What is the difference between the common sense match rate vs total match rate in our internal transition report
what is common sense matches take into account minor differences between two data points such as capitalization
source: Partner facing atlas transition reports, previous trainings
Name the method in our API class or GraphQL mutation that allows one to pull aggregate stats from the Organizer API?
What is profileStats or profile_stats_query
source: Organizer API getting started confluence page
Can you prioritize the PII information in the export?
what is yes
source: Data copy limitations confluence page
In organizer, what are the only values that are accepted by the platform as results of a phone call?
What are Wrong Number, Answered, No Answer, Disconnected, Refused, Line Busy
source: Data copy limitations confluence page
Do caller IDs and email domains need to be set up in a partner's account before we consider data copy completed, and we give them access to the account?
What is No, in fact we can't set these up without them
source: Data migration/copying tracker
For phone numbers attached to accounts that are copied over to Organizer:
1. if the phone number was marked as opt-in, what will be their opt-in status in Organizer?
2. if the phone number was marked as opt-out, what will be their opt-in status in Organizer?
What is
1. All other phone numbers will be marked as “unknown” in Organizer.
2. Phone numbers that are marked as opt-out in M{insights will be marked as opt-out in Organizer
source: Data copy limitations confluence page
What data collections can we only retrieve preferred data points for?
What are email and names
What are the QC checks we currently have planned as part of migration?
hint: we are only looking for those that occur after a partner has signed their contract and before they have access to their Organizer account
What is:
QC check of provisioned voter file data
QC check of PII and custom attributes
QC check of interaction data
source: Data-focused migration steps