Looking to retrieve your membership, donation, or accounting data? Great news: a dedicated export center is now available on your platform! Here's a quick overview of how it works.
Accessing the export center
In the left-hand menu, click Exports:
From there, you can export data related to:
- Memberships and Members;
- Donations & Donors;
- Accounting records.
Click Choose to explore the section you need.
Note (1): If the export center doesn't appear, it means none of the Accounting, Memberships, or Donations features have been enabled under Settings > Feature Selection.
Note (2): Only exports for features that have been enabled under Settings > Feature Selection will be available.
Exporting data
Memberships & Members
Click Export to receive the following information by email:
- your current members: the export will be sent automatically as soon as you click. It will include all contacts with an active member status;
- your former members: a side panel opens. Select the membership period and click Export again: anyone who held member status for at least one day within the selected date range will be included;
- memberships for a given period, along with their payment details: a side panel opens. Select the membership period and click Export again: all memberships completed within the selected date range will be included.
For more details, see our dedicated article: Bulk-exporting your memberships and members
Donations & Donors
Click Export to receive the following information by email:
- your donors: the export will be sent automatically as soon as you click. It will include all donations made to your nonprofit, regardless of date;
- your lapsed donors: a side panel opens. Select the year of last donation and click Export again: anyone who hasn't donated since the chosen year will be included;
- donations for a given period, along with their payment details: a side panel opens. Select the donation period and click Export again: all donations made within the selected date range will be included.
For more details, see our dedicated article: Bulk-exporting your donations and donors
Accounting
Finally, from the Exports > Accounting menu, you can download:
- the Standard Audit File for Tax (FEC): a legal document that may be requested by a government authority. A few requirements must be met before you can export it:
- the FEC must be enabled under Settings > Accounting;
- the accounting period you want to export must be closed.
Select the period to export, then click Export again.
- invoices attached to your book entries: instead of reviewing each transaction and entry individually, you can receive a bulk export of all attached invoices by email. Select the period and click Export again: all invoices linked to entries within the selected date range will be included.
- accounting entries linked to transactions: select the period and click Export again. All entries linked to transactions completed within the selected date range will be included;
- accounting entries linked to payments received: select the period and click Export again. All payment entries linked to transactions completed within the selected date range will be included.
For more details, see our dedicated article: Exporting transactions and payments
Other accounting documents can be downloaded directly from Accounting > Documents. Learn more: Reading and exporting accounting documents
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