Exporting Historic Data from Salesforce
Updated over a week ago

The Bonterra 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 Bonterra 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.

Exporting Data from Salesforce

Salesforce can be a complex tool to customize, manage, and fully leverage. We have designed a very simple way to migrate to Donor Management from Salesforce. 

Salesforce makes it simple to export all your data by using the Data Export feature. 

You only need to send the Campaign, Opportunity, Contact, and Account files. We will import all relevant gift, donor, campaign, and contact data. 

To extract all your data in Salesforce, you need to go to: "Setup," then select "Administration Setup," then "Data Management," and then "Data Export." 

You will have the option of exporting your data now, or "scheduling" the job. You should choose to export your data now, so you can expedite this process and get access to the files you need more quickly.

Additionally, the screenshot below shows the option to include Documents, Images and Attachments. We will not use all the data pulled from Salesforce, but you should have all of it as a back-up just in case. 

If you scroll down on this screen you will see the option to export all your data, or subsets. You should choose to export all your data to ensure you have a back-up. Our team will only use four objects: "Account," "Campaign," "Contact," and "Opportunity".

Then click the "Start Export" button.

When an export is ready for download you will receive an email containing a link that allows you to download the files. Following the link in that email will take you back to the "Export" page, where a file will be waiting.

Additionally, please note that Salesforce creates a zip archive of CSV files. Exports typically finish within 48 hours of submission.

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