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:
If you are unfamiliar with pulling these reports here are links to step by step instructions for Raiser's Edge and SalesForce:
Send this email to your database administrator to explain what you need from them:
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:
If you have any questions, please email email@example.com and they’d be happy to answer any questions that you have.