Exports

Effortlessly tailor data exports to suit your needs using easy-to-use custom templates.

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Overview of Exports

Exports allows you to create, customize, and export CSV files with over 100 data points from the Dashboard. While built-in integrations are advisable for syncing data, exporting files might be suitable in certain situations.

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Structure

The Exports tool is divided into three main components:

• Templates: How files are created and customized
• Files: Generated from templates
• Destinations: Where files are sent

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Typical Scenarios

Situations when exporting is preferred over built-in integrations:

• No integration available for your CRM
• Using connectors like BrightVine Data Link for SFTP ingestion
• To send exports to a data warehouse
• Sending files to an SFTP server
• Sending supporter data to a mail house automatically

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Destinations

Exports can be delivered to various locations:

• Download: Save the file to your device
• Email: Send the export to a valid email address
• SFTP: Securely transfer files to an SFTP server

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Scheduling

Effortlessly schedule export file deliveries to email and SFTP. Discover more on scheduling.

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Available Export Fields

Export fields are categorized as follows:

• Donations: Includes donation details
• Recurring: Recurring transactions
• Fundraisers Members: Details of team members
• Fundraisers: Fundraisers details
• Tributes: Tribute information
• Campaign: Campaign-related data
• Abandoned Donations: Data on stalled transactions

Note: Questions and custom fields are included in relevant export categories if applicable.