You will want to pull a report that shows all of your donors/constituents 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 a list of your constituents names, you will want to pull a report that shows all of your donors/constituents and export the following information into a .csv file to upload into your GivingDNA account:
- Donor ID
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Zip
- Email Address.
If you are unfamiliar with pulling these reports here are links to step by step instructions for Raiser's Edge and 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 constituent report. Can you setup a query of all gifts from our donor database and send that to me in .CSV format?
I need these fields:
- Donor ID
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Zip
- Email Address
If you have any questions, please email support@pursuant.com and they’d be happy to answer any questions that you have.