DonorDock, Inc.

To export your data from eTapestry you will use the Query and Report functions. These instructions will focus on exporting Accounts and Journals. Accounts are your donors and contacts and Journals are your gifts.

Accounts

Start by creating a new "Report":

1. Go to Reports and click on "Custom Reports" in the report categories.
2. Click New Report from the menu in the left. 
3. Enter "All Account Export" for the report name.
4. Scroll down and the following fields to the report (Add any additional fields you would like transferred, and if there is a place to migrate the data to in DonorDock we will do so). These fields will be found in 'Account Fields':
   1. Account Number
   2. Account Ref
   3. First Name
   4. Middle Name
   5. Last Name
   6. Account Name
   7. Persona Type
   8. Short Salutation
   9. Long Salutation
   10. Address Line 1
   11. Address Line 2
   12. Address Line 3
   13. City
   14. State
   15. Postal Code
   16. Email
   17. Phone - Fax
   18. Phone - Mobile
   19. Phone - Business
   20. Phone - Home
   21. Phone - Pager
   22. Phone - Voice
5. Select ‘Save and Run' in the left menu.
6. For the query Category, choose 'Base'. For the Query, choose 'All Accounts'. your report with the query you selected.
7. Download the data as an Excel file and submit to DonorDock via the support portal.

Journal

Start by creating a new "Report":

1. Go to Reports and click on "Custom Reports" in the report categories.
2. Click New Report from the menu in the left. 
3. Enter "All Gift Export" for the report name.
4. Scroll down and the following fields to the report (Add any additional fields you would like transferred, and if there is a place to migrate the data to in DonorDock we will do so). These fields will be found in 'Journal Fields': 
   1. Account Number
   2. Account Ref
   3. Campaign
   4. Approach
   5. Fund
   6. Date
   7. Gift Type
   8. Journal Description
   9. Non-Deductible Amount
   10. Pledged
   11. Received
   12. Soft Credit Amount
   13. Transaction Number
   14. Tribute
   15. Check Number
   16. Journal Fields: Type
5. Select ‘Save and Run' in the left menu.
6. For the query Category, choose 'Base'. For the Query, choose 'All Journal Entries'. your report with the query you selected.
7. Download the data as an Excel file and submit to DonorDock via the support portal.