{"id":70917,"date":"2025-06-23T14:21:31","date_gmt":"2025-06-23T13:21:31","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/cleaning-up-data-in-optigem\/"},"modified":"2026-07-03T14:07:46","modified_gmt":"2026-07-03T13:07:46","password":"","slug":"cleaning-up-data-in-optigem","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-from-optigem\/cleaning-up-data-in-optigem\/","title":{"rendered":"Cleaning Up Data in Optigem"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Before you import your data from Optigem into ChurchTools, it\u2019s always a good idea to consider which data you want to import and to clean up your data in Optigem accordingly. This will save you time later on, and you\u2019ll only be working with the data you really need in ChurchTools. Below, we\u2019ll provide some additional notes on \u201cDonor 0,\u201d which is relevant if you want to synchronize donor data, as well as on married couples in Optigem and how to handle these contact records.  <\/p>\n\n<h2 class=\"wp-block-heading\">Donor 0<\/h2>\n\n<p class=\"wp-block-paragraph\">In Optigem, there is <strong>Donor 0<\/strong>. This is a separate donor in Optigem that will trigger an error when your sync jobs are executed later. This error does not yet occur in the simulation. You must remove Donor 0 from all fiscal years before synchronizing the personal data and reassign it to an anonymous donor.   <\/p>\n\n<h2 class=\"wp-block-heading\">Married couples<\/h2>\n\n<p class=\"wp-block-paragraph\">In Optigem, married couples are often entered as a single person. In ChurchTools, however, each person is recorded individually and linked to their spouse through relationships. This allows donation receipts to be issued for married couples as well. You can leave these married-couple entries in Optigem as they are and import them into ChurchTools.   <\/p>\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-1ccdadb1 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#22c55e;border-left-width:0.5rem;background-color:#dcfce7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p class=\"wp-block-paragraph\" style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Tipp<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">In ChurchTools, you create both spouses as <a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/grundlagen-personen\/53-wie-lege-ich-eine-neue-person-an\/\">new individuals<\/a>, link the two records using the &#8221; <em>Spouse<\/em> &#8221; relationship, and then <a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-modules\/weiteres-personen\/0-personenarchiv\/\">archive<\/a> the couple&#8217;s profiles. <br \/><br \/>This has several advantages: The archived individuals do not count toward your ChurchTools license, and the bookings from previous fiscal years remain accurate and accessible.<br \/><br \/>In the future, always create married couples as two separate individuals and link them using the <em>\u201cSpouse\u201d<\/em> relationship.<\/p>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>Before you import your data from Optigem into ChurchTools, it\u2019s always a good idea to consider which data you want to import and to clean up your data in Optigem accordingly. This will save you time later on, and you\u2019ll only be working with the data you really need in ChurchTools. Below, we\u2019ll provide some [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[692],"doc_tag":[],"knowledge_base":[224],"class_list":["post-70917","docs","type-docs","status-publish","hentry","doc_category-import-from-optigem","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"acf":[],"year_month":"2026-07","word_count":197,"total_views":"3","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Hans-Helge B\u00fcrger","author_nicename":"hhbuerger","author_url":"https:\/\/churchtools.academy\/en\/author\/hhbuerger\/"},"doc_category_info":[{"term_name":"Import from Optigem","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-from-optigem\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70917","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=70917"}],"version-history":[{"count":2,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70917\/revisions"}],"predecessor-version":[{"id":70919,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70917\/revisions\/70919"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=70917"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=70917"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=70917"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=70917"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}