Export Instructions

In order to export your data from Blackbaud, you will need to have enough familiarity with Blackbaud to use both the Blackbaud Query and Blackbaud Export functions. You’ll need to   build queries and be able download outputs from those queries and build separate exports and be able to download outputs from those exports.

In this handbook, we’ve outlined exporting the following, which are the most commonly used modules in Blackbaud:

  • Name and contact information
  • Gift and pledge information


Exports should be saved as CSV files, to allow Blackbaud to export all columns in a single file. For each different type of export, we have provided general instructions and field lists. Please do not add more fields than we suggest as this can result in extremely large and unmanageable export files from Blackbaud.

Preparing for Export

We recommend you take the following steps to prepare for the export process:

  • In the Query section of Blackbaud, create a Query Folder titled DonorDockCRM. This is useful for storing any queries that you need in one place.
  • Create a query with all the constituents that you wish to export. We recommend you choose to create this query as a “Static” query rather than a “Dynamic,” as it may speed up your export processes. (Note: we strongly recommend that you export your entire database including inactive and deceased constituents.)
  • Create a Constituent type Query.
  • Leave the criteria empty but be sure to leave the options turned on to include “inactive,” “deceased,” and “no valid address” constituents. Define the “Output” of this query to include the following fields (be sure to include these from the Constituent, not from the spouse or any related constituent):
    • System Record ID (also known as CnBio_System_ID)
    • Constituent ID (also known as CnBio_ID)
    • Import ID
    • Sort Name
    • Key Indicator
    • Last Name
    • First Name
    • Organization Name
    • Middle Name
    • Maiden Name
    • Nickname
    • Title 1
    • Suffix 1
    • Birth date
    • Deceased?
    • Anonymous?
    • Addressee/Salutation section:
      • Primary Addressee
      • Primary Salutation
    • Address > Preferred Address section:
      • Address Line 1
      • Address Line 2
      • City
      • State
      • ZIP
      • Country
    • Type
    • Spouse > Biographical section (expand section to see fields):
    • Any contact information, such as Phone, Email, etc.
  • Run the query, save it (choose something easy like “DonorDock-all records”) and export the results to a CSV file. Please be sure the column headers are retained and reflect the actual field names - this export may take some time


Gifts and Pledges

  • Create a query with all the gifts that you wish to export. We recommend you choose to create this query as a “Static” query rather than a “Dynamic,” as it may speed up your export processes. (Note: we strongly recommend that you export your entire database including inactive and deceased constituents.)
  • Create a Gift type Query.
  • Leave the criteria empty
  • From the general gift area (usually falls under the name you give your Export in the output area), choose the following fields:
    • System Record ID (also known as Gf_Gift_ID)
    • Consituent ID
    • Anonymous?
    • Fund
    • Appeal
    • Campaign
    • Check Date
    • Check Number
    • Currency Amount
    • Date 1st Pay
    • Gift Amount
    • Gift Date
    • Gift Subtype
    • Gift Type
    • Tribute Type
    • Tribute Description
    • Installment Frequency
    • Pay Method
    • Reference
  • Run and save the query. It will be normal to see the System Record ID repeat in rows as every time there is a gift it will create a row..
  • Output the query to a CSV file

 

After exporting your data, use the DonorDock import tool to import your data into DonorDock.