Exporting everything

You can download your data at any time. There is no export request, no waiting period, and no charge.

What you can export

Everything. Constituents and gifts as a full copy, in spreadsheet formats.

A CRM-ready export. Pre-mapped to the Bloomerang constituent import template, so the file loads rather than needing to be reshaped first. That is the one template.

If you use a different CRM, tell us which on the export page and we will count it. We build the templates people ask for, and we would rather say that than publish a list of dates we would be guessing at. In the meantime the full record export is a plain spreadsheet and loads into anything that accepts a column mapping.

Receipts. Duplicates of issued receipts. Your charity is responsible for retaining these for the statutory period, and this export is how you meet that obligation if you leave.

Reports. Finance and receipting reports live with the other reports rather than in the export area.

Why exports are human-run

Nothing goes back to your CRM automatically. Export is something you run, at a time you choose, and you can read the file before it goes anywhere.

This is deliberate. Automatic two-way sync between systems produces conflicts that get resolved silently and wrongly, and the cost lands on whoever discovers six months later that a field was overwritten. Keeping a person in the loop for the one risky direction avoids the whole class of problem.

Leaving

If you decide to leave, export first. Take:

• The full constituent and gift export
• Your receipt duplicates
• Any reports you rely on

Do it while your subscription is active.

Portability in practice

The point of the export is that it is a real copy, not a gesture. Your donors, their giving history and their contact details load into another system without a data project.

That is deliberate. A system you cannot leave is a system you cannot evaluate honestly.

Next

• Deleting everything
• Issuing receipts