For any donor management system, robust data import and export capabilities are critical to efficient financial processing and successful fundraising. Data imports help keep donor information relevant, and exports allow donor information to be used for mailings, emails and analysis.
Our data import and export capabilities include standard functions like gift imports, payment acknowledgments and pledge billing. In addition, we offer ETL functions like National Change of Address (NCOA) processing and prospect research.
Download Data Import/Export brochure (PDF, 58K)
Benefits of our Data Import/Export solution:
- Easily import gifts processed by caging services
- Import new donors and gifts from online contributions
- Create mailing lists and other exports in industry standard formats
- Keep financial ledgers current with accounting imports
- Keep addresses current and accurate with NCOA updates and CASS certification
- Ensure data integrity by pre-processing and standardizing import files
Features of our Data Import/Export solution:
- Use standard mailing exports for acknowledgment, pledge reminders and general mailings
- Utilize a General Import Tool for importing donor information, gifts, event registrations, memberships and other transactions
- Use specialized ETL processes for NCOA processing, prospect research, accounting updates and CASS certification
- Generate export lists based on any combination of donor criteria
- Set up acquisition list import
Maximize the success of your email marketing campaigns by combining these related fundraising solutions:
Direct Mail Marketing Prospect Research Reporting and Analytics
