When Exporting Data from other platforms, it's best to Export Transactions with Contact info included.
Frequently from:
- Treasurer Compliance & Accounting systems
- Online Contribution platforms
- Other Download sources
Transactions provide unique contributions that will be automatically aggregated in De-Dupes to a Single Contact with multiple Donations linked.
Many platforms offer both Contact/Donor and Transaction level Exports - Contact level will give Cum Totals which are less accurate.
Common Export Sources:
Anedot - Online Contributions
Export Transactions
(Data also available through iDONATEpro Integrations)
e Fundraising Connections - Online Contributions
Export Transactions
Win Red - Online Contributions
Review and Download Donor Data
(Data also available through iDONATEpro Integrations)
ISPolitical - Compliance
Aristotle - Compliance
Custom Financial Reports - Transactions
Anedot - Online Contributions
Export Transactions
(Data also available through iDONATEpro Integrations)
e Fundraising Connections - Online Contributions
Export Transactions
Win Red - Online Contributions
Review and Download Donor Data
(Data also available through iDONATEpro Integrations)
CMDI Crimson - Compliance
Trailblazer - Compliance
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