Exporting Historic Data from GiftWorks

Need to get your records out of GiftWorks and into our new system? This article is for you!

Updated over a week ago

The Data Imports team strongly recommends that you export or download all data from your former donor management system, whether or not you ultimately decide to send your files to the team for assistance in the importing process. This allows you to have a complete archive of your former system, in the event that a field is overlooked during the import process.

The easiest way to export your historic records from GiftWorks is by using their "SmartLists" feature. This will allow you to export core information about your contacts, including donor lists, donations, and relationships.

To export Contacts from GiftWorks

  1. Go to "SmartLists" in the top toolbar.

  2. Select View and Manage SmartLists.

  3. In the Standard SmartLists section, select All Donors.

  4. On the Results screen, click Customize in the upper-right corner to add additional columns.

  5. Make sure that this includes all account information (e.g. address, email), the Donor Id, and any other important information on your contacts that you've entered into GiftWorks.

  6. Select Export This List from the left side of the screen.

  7. Choose Save to File.

  8. Save the file as an Excel or CSV file.

To export Donations from GiftWorks:

  1. Go to SmartLists in the top toolbar.

  2. Select "View and Manage SmartLists."

  3. In the Standard SmartLists section, select "All Donations."

  4. By default, the output for this list will include all donation transaction information - e.g. amount, date.

  5. On the Results screen, click "Customize" in the upper-right corner to add additional columns.

  6. Make sure that the column "Donor ID" is included, as well as any other columns that may contain important donation information that you included in GiftWorks.

  7. Select "Export This List" from the left side of the screen.

  8. Choose "Save to File."

  9. Save the file as an Excel or CSV file.

If you are still having trouble with exporting from Giftworks, you may want to reach out to their support team for more assistance.

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