How do I pull a Constituent Report from my Donor Database to upload into Causemo Insights?

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 Causemo Insights 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 Causemo Insights 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:

  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 Causemo Insights 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@causemo.com and they’d be happy to answer any questions that you have.