When exporting your data from DonorPerfect, you’ll want to use the Listings tool. Here, you’ll have the ability to export several types of data, most importantly both donor and donation information.
Bio Listing
Begin by selecting ‘Reports’, and then click on ‘Listings’.
- Within Step 1) Select a Report, select the last option, ‘Export to File’.
- In the Export Type box that appears (to the right), select ‘Main/Bio Data’.
- In Step 2) Select Report Options, check-off only these two boxes: ‘Include No Mail Names’ and ‘Export to Excel (CSV)’.
- Select the ‘Export to File’ button, and save the file to your computer.
Gift Transactions Listing
To export Gift Transactions data, repeat the steps listed above except select ‘Gift/Pledge Transactions’ for the Export type. For full steps, please see below:
Begin by selecting ‘Reports’, and then click ‘Listings’
- Within Step 1) Select a Report, select the last option, ‘Export to File’.
- In the Export Type box that appears (to the right), select ‘Gift/Pledge Transactions’.
- In Step 2) Select Report Options, check-off only these two boxes: ‘Include No Mail Names’ and ‘Export to Excel (CSV)’.
- Select the ‘Export to File’ button, and save the file to your computer.
Require Additional Listings?
It’s possible that you’ve held additional data within DonorPerfect, and therefore you may need to export additional 'Listings'.
- In the case of donor notes, for example, you’ll need to export the ‘Other Info Transactions’ Listing.
- Another example could be that you’ve tracked multiple addresses for a donor, and in that case, you’d export the ‘Other Address Transactions’ Listing.
By now, you will have the necessary data files for you to successfully import your data into Keela. To learn more about importing data, head to our Importing Data Articles.