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How do I export donor or contact lists?

Exporting data: Downloading specific datasets, such as pledges, donor history, or contact details, for reporting or record-keeping purposes.

Updated over 2 weeks ago

To start exporting your data, you may follow the below steps :

  1. Navigate to Import & Export
    From your Dashboard, locate the navigation bar on the left side of your screen and select Import & Export.

  2. Select Export
    Choose the Export option among the three available choices. You will be directed to a page with the title Export as shown below.

  1. Choose the data type

A dropdown menu will appear with below options :

  • Call & Note History

  • Pledges

  • People (Contacts & Donors)

  • Saved Lists

  • Donations

  1. Start exporting process by

  • Select the data you would like to export

  • Click the Export button.

  • A progress bar will show the download status.

Once export is complete, your file will be available in CSV format and automatically downloaded to your local storage Download folder.

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