Importing and Exporting

How to export donor information from your old system, how to import into your new system and how to export information you might want to analyze in a spreadsheet format.

23 articles in this collection
Written by Peter Hart, Liz Ragland, AJ Alexander (they/them) and 1 other

How To Export Data from Donor Management

Written by AJ Alexander (they/them)
Updated over a week ago

Getting Donor Information Out of Old Systems

How Do I Export my Donor Data from easyTithe?

Written by AJ Alexander (they/them)
Updated over a week ago

How do I export from QuickBooks?

A quick guide to getting everything you need for your import to Donor Management from QuickBooks

Written by AJ Alexander (they/them)
Updated over a week ago

How Do I Export my Donor Data from Salesforce?

Written by Liz Ragland
Updated over a week ago

How Do I Export my Donor Data from DonorPerfect?

Easy steps on how to export contact and donation information from DonorPerfect

Written by AJ Alexander (they/them)
Updated over a week ago

How Do I Export my Donor Data from eTapestry?

Quick instructions on how to export contact and donation records from eTapestry

Written by Imran Khan
Updated over a week ago

How Do I Export my Donor Data from Little Green Light?

Learn how to get a comprehensive export of your database for import to Donor Management.

Written by AJ Alexander (they/them)
Updated over a week ago

How Do I Export my Donor Data from Bloomerang?

Learn how to get all of your contacts, donors, and donations transferred over to us.

Written by AJ Alexander (they/them)
Updated over a week ago

How Do I Export my Donor Data from Classy?

A guide to help you get your full donation history to import to Donor Management.

Written by AJ Alexander (they/them)
Updated over a week ago

How Do I Export my Donor Data from Raiser's Edge?

Everything you need to know to get all information out of Raiser's Edge!

Written by AJ Alexander (they/them)
Updated over a week ago

How Do I Export my Donor Data from PayPal?

Learn how to export the last 3-years of transaction history for transfer to your donor management system.

Written by AJ Alexander (they/them)
Updated over a week ago

How Do I Export my Donor Data from GiftWorks?

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

Written by Imran Khan
Updated over a week ago

Sending Your Donor and Donation Information for Import

How to Get Your Files Ready for Importing

Sending us your contact and donation history so we can import for you? Great! Follow these four steps to success.

Written by Liz Ragland
Updated over a week ago

How Do I Send Donor and Donation Information to your Import Team?

We're here to help you get your contacts and donations populated in your database. [VIDEO & ARTICLE]

Written by AJ Alexander (they/them)
Updated over a week ago

Getting Your Files Ready for Import

The 6 Most Important Questions to Ask Before Sending Your Files to Our Import Team

Speed up your import by preparing the data in a way that avoids the top 6 common questions from our Import team.

Written by AJ Alexander (they/them)
Updated over a week ago

Understanding the Most Commonly Used Import Fields

Get an overview of the fields that we use the most during a data migration to help as you prepare your own files for import.

Written by AJ Alexander (they/them)
Updated over a week ago

5 Excel Tips to Help You Clean Your File before Import

Learn how to clean up your file before submission to make your import process go faster!

Written by AJ Alexander (they/them)
Updated over a week ago

Using the Self-Importer

How do I import donor information and donations into my donor management system?

The self-importer lets you add your contacts without our expert help. [VIDEO & ARTICLE]

Written by Peter Hart
Updated over a week ago

5-Steps to Make Your File Ready for Self-Import

Learn tips for prepping your donations and donor files for import.

Written by AJ Alexander (they/them)
Updated over a week ago

Avoid the Top 3 Self-Import Errors

Learn the best way to avoid errors when processing your own import.

Written by AJ Alexander (they/them)
Updated over a week ago

FAQs

Importing Contact and Donation Files: Frequently Asked Questions

How to format your file, take care of duplicates and how to add people to groups, campaigns and more by importing a spreadsheet.

Written by Liz Ragland
Updated over a week ago

Where do I find previous imports and exports in my Donor Management System?

Here's how to view a history of imports into your system and any exports you or your colleagues have completed.

Written by Liz Ragland
Updated over a week ago

Why can't I export donation or contact information in Donor Management?

Try these two things before reaching out to us for help!

Written by Liz Ragland
Updated over a week ago