Integrations & Uploading Files
      Back to home
      1. Help Center
      2. Integrations & Uploading Files

      How do I pull a giving report from my donor database?

      You will want to pull a report that shows all of your donor giving history and export the following information into a .csv file to upload into your GivingDNA account.

      In Raiser's Edge, Salesforce, DonorPerfect and other Donor Databases, to export giving history, you will want to pull a giving report that shows all of your donors giving history and export the following information into a .csv file to upload into your GivingDNA account:

      1. Transaction ID
      2. Donor ID
      3. Donation Date
      4. Gift Amount
      5. Channel Source

      If you are unfamiliar with pulling these reports here are links to step by step instructions for Raiser's Edge and SalesForce:

      1. How to export a list from the web view of Raiser's Edge
      2. Export a list from SalesForce

      Still having trouble pulling a report to upload into your GivingDNA account?

      Send this email to your database administrator to explain what you need from them:

      Hi There!

      I'm in the process of setting up an analytics tool called Insights that analyzes our fundraising data and I need your help pulling a quick giving report. Can you setup a query of all gifts from our donor database and send that to me in .CSV format?

      I only need these 5 fields:

      1. Transaction ID
      2. Donor ID
      3. Donation Date
      4. Gift Amount
      5. Channel Source

      If you have any questions, please email support@givingdna.com and they’d be happy to answer any questions that you have.