Understanding how Exports templates function.

Encountered an error? Is something unclear? Let us know.

​
What are Templates?

Templates within the Exports section allow you to create and manage templates for generating data files. Each template is displayed in a table with key attributes such as ID, Name, Type, Frequency, and Creation date. You can download a data file using a date picker to define the export time period.

​
Creating a Template

To create a template, click “New template” in the Templates view. The noted configuration options include:

​
General Settings

  • Template Name: The internal name, e.g., “New monthly recurring plans.”
  • File Name: Customize file names with dynamic text inputs like “Start Date” and “End Date.”
  • Decimal Separator: Choose a comma (,) or dot (.) for regional formatting.
  • Field Separator: Choose a comma (,) or semicolon (;) according to your CRM’s requirements.
  • Export Type: Type of records included in the template.
  • Include Test Donations: Optionally include records from test mode.
  • Include Subaccounts: Include subaccount records if enabled.
  • Payment Method: Filter records by payment method.
  • Frequency: Filter by one-time or recurring donations.
  • Campaigns: Filter which campaigns to include.
  • Sources: Filter which donation sources to include.

​
File Columns

Decide on properties to include in the data files and rearrange them as needed. You can customize column names for ease of integration with other apps.

​
Export Schedule

Set up automatic generation of files on a schedule. Choose from hourly, daily, weekly, or monthly frequencies. Enable automatic transmission to pre-selected destinations. Learn more about destinations.

Exports