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How do I export contacts, donations, and activity Logs?

Export raw data like contacts, donations, call history, and pledges. Choose the data, use export feature, and get results via email.

Updated over 3 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.

  3. Choose the data type. A dropdown menu will appear with below options :

  • Call & Note History

  • Pledges

  • People (Contacts & Donors)

  • Saved Lists

  • Donations

Start exporting process by

  • Select the data you would like to export

  • Click the Export button.

  • A progress bar will appear, and a green pop-up at the bottom-right corner will confirm that the export has started. The results will be sent to the email address used to initiate the export.

Once the export is complete, a download link will be sent to your email. You’ll also be able to see the total number of records exported and the date of the export.

To download the file, click the Download CSV button. The file will be saved to your device’s Downloads folder.

Note: The download link will expire after 30 days.

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