Looking to export out some of your donor records from your Donor Management system? Not sure where to start to make sure you're including the fields or data that you need?
Not to worry - we've created a quick, step-by-step guide on how to export out either contact or donation records from Donor Management below!
How to Export Contact Records
First, click on the "Contacts" tab on the left sidebar.
Once the page has loaded, locate the "Select All" checkbox, located right above the first contact record on the page. (Not sure? The checkbox will say "Select All" if you hover over it with your mouse.)
Next, locate the "Bulk Actions" dropdown menu (below the "Create Filter" button).
From the Bulk Actions menu, please select "Export."
When a pop-up window appears on your screen, please select all relevant fields on the left-hand box that you'd like to include in your export, including any donation custom fields you have created. (If you are looking to export all of the data, be sure to select all of the available fields.)
From this pop-up window, you also have the option to name your export file.Next, click on the "Export" button at the bottom of the pop-up window.
NOTE: There is an option on this screen to "export as households." This option will only provide an export of data on those found within a household, and will exclude other contacts (such as organizations, businesses, etc.) Please be mindful when selecting this option!
The page should then reload and display your export history. From this page, you should locate the specified export (which should be listed at the top of the page).
Next, click on the "Actions" button next to the specified export, and select "Download" from the drop-down menu.
Your file should now download to your computer or device as a .CSV file, and you will be able to access and open it to review the data accordingly.
How to Export Giving Records
First, click on the "Giving" tab on the left sidebar.
Once the page has loaded, locate the "Select All" checkbox, located right above the first giving record on the page. (Not sure? The checkbox will say "Select All" if you hover over it with your mouse.)
Next, locate the "Bulk Actions" dropdown menu (below the "Create Filter" button).
From the Bulk Actions menu, please select "Export."
When a pop-up window appears on your screen, please select all relevant fields on the left-hand box that you'd like to include in your export. From this pop-up window, you also have the option to name your export file.
If you are looking to export all of the data, be sure to select all of the available fields. We strongly recommend that you include these fields, as well as any donation custom fields you have created:
• Donor/Purchaser ID• Donor/Purchaser Type
• First Name
• Last Name
• Primary Email
• Mobile Phone
• Address
• Address 2
• City
• State
• Zip Code
Next, click on the "Export" button at the bottom of the pop-up window.
NOTE: There is an option on this screen to "include soft credits." We strongly recommend checking this option if you have soft credits that you would like to be included in your export, as they will not be listed in the export otherwise.
The page should then reload and display your export history. From this page, you should locate the specified export (which should be listed at the top of the page).
Next, click on the "Actions" button next to the specified export, and select "Download" from the drop-down menu.