Export Donor Information*

Written by Dana Kinsey

Last published at: May 1st, 2019

Export Profile data as a CSV file for use in any spreadsheet. Use "Add Filters" to further refine and to find donors based on the Fund, Profile Types, Dates, Events, etc and then you can export the results.

  • From the Home page, find the Nonprofit column
  • Select Donors
  • Choose List from the left side of the screen

You will be redirected to Profiles with the Donor filter on. A list of all Donors in your database will appear.

  • On the left-hand side, you can pick what data to export 
    • Choose to Export All for all profile data
    • Export Names for just the names 
    • Export Emails creates a CSV with the names and emails of your donor list - you can use the export to help you send out emails to the profiles selected
    • Export Phones downloads your donor names and phone numbers

When you select "Export" the system will generate a CSV of the data you requested and it will immediately be downloaded onto your computer.