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.