NOTE: The Network for Good Data Import 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 Network for Good 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.

Are you making a switch from GiftWorks to Network for Good's Donor Management system? We want to help make this process as straightforward as we can! Below are instructions to help you get started.

The easiest way to export your 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.

Once you do have these two exported files, you can send them to our Data Import Specialist for importing to your new Donor Management software! 

Want to learn more about the import process for Donor Management? 

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