To export your GiftWorks data, you will use SmartLists, SmartLists allow you to export the core data from GiftWorks. You will use them to export donor and gift data.
Donor Report
- Click on "SmartLists" in the top navigation.
- Click "View and Manage SmartLists".
- In the "Standard SmartLists" section select "All Donors".
- On the "Results" screen click "Customize" in the top-right corner to add the columns you need to export.
- Be sure that all donor data that you require, such as address, email, phone numbers, and names are included.
- Click "Export This List" and select "Save to File".
- Save the file as a CSV file.
Donation Report
- Click on "SmartLists" in the top navigation.
- Click "View and Manage SmartLists".
- In the "Standard SmartLists" section select "All Donations".
- On the "Results" screen click "Customize" in the top-right corner to add the columns you need to export.
- Click "Export This List" and select "Save to File".
- Save the file as a CSV file.
After exporting your data, use the DonorDock import tool to import your data into DonorDock.