The export center lets you extract, as downloadable files, data related to your nonprofit's memberships, donations, and accounting. It is accessible from the Exports menu in the left sidebar of your platform.
- Who can see the export center?
- How do I access the export center?
- What membership data can I export?
- What donation data can I export?
- What accounting data can I export?
- What if the export center doesn't appear in my menu?
Who can see the export center?
The Exports menu only appears in the left sidebar if at least one of the following features is enabled under Settings > Feature Selection: Accounting, Memberships, or Donations.
Only data from enabled features can be exported: for example, if only the Donations feature is enabled, only the "Donations & donors" export will be available.
In addition, you must have admin rights on at least one of these modules to access the corresponding export.
How do I access the export center?
- Open the Exports menu from the left sidebar.
- Choose one of the available export categories: Memberships & members, Donations & donors, or Accounting.
If all relevant features are enabled and you have access to them, the Exports page displays all three export categories, each with a Select button.
What membership data can I export?
- Current members: automatic export, no period selection required.
- Former members: requires selecting a time period.
- Memberships for a given period, including associated payment information.
For more details, see our dedicated article: Bulk export of memberships and members
What donation data can I export?
- Donors: automatic export.
- Lapsed donors: select the year of the last donation.
- Donations from a given period, with associated payment information.
For more details, see our dedicated article: Bulk export of donations and donors
What accounting data can I export?
- Accounting Entries File (FEC): available once the Accounting feature is enabled and a first accounting period has been closed. In France, the FEC is a tax requirement: the tax authority may request it.
- Invoices linked to bookkeeping entries.
- Entries related to transactions.
- Entries for payments received.
For more details: Export transactions and payments. Other accounting documents can be downloaded from Accounting > Documents: View and export accounting documents.
What if the export center doesn't appear in my menu?
This means that none of the relevant features (Accounting, Memberships, Donations) are enabled on your account (or that you don't have access to them). Enable the required feature(s) from Settings > Feature Selection, then return to this page. The Exports menu will appear in the left-hand menu.
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