Importing Supporters from DonorPerfect

Downloading supporters from other systems can get complicated. If you need to make a supporter spreadsheet from Donor Perfect to import into our system, here are the steps to extract your data:

For your supporter info:

  • Click Reports, then Listings
  • Under Step 1) Select a Report, select the final option, Export to File
  • An Export Type box will appear to the right of 1) Select A Report
  • Select the Export Type of Main/Bio Data
  • In 2) Select Report Options, check the Include NO MAIL Names and Export to Excel (CSV) boxes
  • Leave all other boxes unchecked
  • Click the Export to File button
  • Choose the Save option to save the data file to your computer

For your donations:

  • Repeat the above steps, but select Gift/Pledge Transactions for the Export Type

Additional information:

If you have tracked additional data in DonorPerfect, you may need to export additional Listings. For example, if you tracked donor notes, export the Other Info Transactions Listing. If you tracked multiple addresses, export the Other Address Transactions Listing.