The donations and donors export lets nonprofit administrators extract all information about their donors and donations recorded in Springly into one or more Excel files. These files are especially useful for activity reports and presentation decks.
In this article:
- Where to export donor and donation information
- What information can you export?
- How do donation exports work for chapters?
- How to export donation information from Contacts
Where to export donor and donation information
The Exports module lets you bulk-export consolidated information about your donors and donations. From this page, select the Donations & Donors option.
Note: if you have chapters (local branches linked to a main organization), exports from the main platform will not include chapter data. See the section How do donation exports work for chapters?.
What information can you export?
This bulk export page lets you export consolidated lists of donors and donations made to your nonprofit through Springly.
What does the "About donors" export include?
On the export page, you can choose to export information about everyone who has made at least one donation to your nonprofit.
You'll receive an Excel file by email containing the following information:
- Unique contact ID from Contacts;
- Native contact fields: last name, first name, email address, home phone, mobile phone, mailing address;
- Total donations made during the current calendar year;
- Total donations made during the previous calendar year;
- Cumulative total of all donations made to the nonprofit and recorded in Springly;
- Names of the Donation Campaigns through which donations were made;
- Date of first donation;
- Date of most recent donation.
What does the "About lapsed donors" export include?
You can easily identify people who donated to your nonprofit some time ago — giving you insight into how well you're retaining donors over time.
The lapsed donors export lists people whose most recent donation dates back to a year you select. This list helps you analyze how well you're retaining donors over time.
Choose the year of the last donation made to filter the exported donors.
You'll receive an Excel file by email containing the following information:
What does the "About donations over a given period" export include?
This export focuses on individual donations, not donors.
This export covers the donations themselves, not the donors.
The donations over a given period export contains the following information:
- Transaction ID, which appears in the registrant list of the Donation Form / Campaign;
- Unique contact ID from Contacts;
- Native contact fields: last name, first name, email address, home phone, mobile phone, mailing address;
- Transaction date, i.e. the date of the donation or pledge;
- Donation amount;
- Payment status: paid (payment received), partially paid, or unpaid;
- Payment method used for the donation: payment card, installment payment card, check, etc.;
- Organization where the donation was made: the name of the organization (main or chapter) from which the export was run;
- Name of the Donation Form / Campaign through which the donation was made.
How do donation exports work for chapters?
Example: the nonprofit My Nonprofit 123 (main organization) and its local chapters export donations separately from each level.
Example: a national nonprofit with local chapters exports donations separately from each level.
How to export donor information from Contacts?
How to filter donors in Contacts before exporting?
The Contacts page does not export all information stored in custom fields on donor profiles.
The Contacts page does not export information stored in custom fields on donor profiles.
If you need this additional information, follow the steps below:
The filtered donor file downloads automatically to your computer.
This method has several advantages:
- it can include donors from your chapters and your main platform, if needed;
- it includes all profile information;
- it lets you customize the export using the filters of your choice.
However, some information is not included in this export, such as exact donation dates or amounts. The export also contains information unrelated to donations.
One final option for bringing together all your donor information:
To combine profile information and donation details into a single file, follow the steps below:
Your table will then bring together profile information and donation details.
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