Export data from Fundraise Up

If you just need to download data once without setting up templates or automation, use the Quick export button available on the Donations, Recurring, and Supporters tabs in your Dashboard. Quick export tool lets you:

• Select which fields to include.
• Choose between Excel (.xls) or CSV format.
• Download the file immediately.

Quick export is perfect for one-off reports or when you need data fast.

Quick export button

Use the Exports feature (described further in this article) when you need:

• Automated file generation on a schedule.
• Files delivered to email or SFTP destinations.
• Custom filename templates with date ranges.
• Advanced filtering and formatting options.
• Presets for specific CRMs.

Exports use three components that work together:

• Files are the CSV files containing your data. You can create them as one-time exports or generate them from templates.
• Templates save your export configuration so you can generate files with the same settings repeatedly. Templates can also run on schedules to create files automatically.
• Destinations are email addresses or SFTP servers where scheduled files can be sent automatically.

You can create a file once without saving a template, or save a template to reuse the same configuration. Files can be downloaded locally or automatically delivered to destinations when created on a schedule.

When you go to Exports, you'll see four tabs: Files, Templates, Destinations, and Deliveries. You can create exports in two ways: generate a one-time file or save a template for reuse.

If you just need a file once without saving it as a template:

1. Go to Exports and click New export file.
   

   Exports in the Dashboard

2. Select what data you want to export:
   • New donations: All donations, regardless of whether they succeeded, failed, or are still processing.
   • Successful donations: Donations that were successfully processed and completed.
   • Refunded donations: Donations that were returned to supporters.
   • Failed donations: Donations where payment processing was unsuccessful.
   • New recurring plans: Recurring donations set up by supporters or your organization.
   • Cancelled recurring plans: Recurring donations that supporters or your team stopped.
   • Failed recurring plans: Recurring donations where payment processing failed.
   • Shared tributes: Donations made in honor or memory of someone, where the supporter chose to notify a recipient.
   • New Fundraisers: Peer-to-peer fundraising pages created by supporters.
   • New Fundraiser team members: Team members who joined existing peer-to-peer fundraising pages.
   • Campaigns: All your organization's campaigns, including active and inactive ones.
   • Abandoned donations: Donations where supporters started the checkout process but didn't complete it.
3. Create a filename for your export file. You can use dynamic merge tags that insert the date range for records in each file. For example, Recurring_plans_Start Date_to_End Date.csv becomes Recurring_plans_2025_03-12_to_2025_04-12.csv when the file is generated.
   

   General settings tab

4. Set your formatting preferences:
   • Decimal separator: Dot for US format (1000.00) or comma for European format (1000,00).
   • Field separator: Comma or semicolon for CSV columns.
5. Use the filters to narrow down which records to include. For different types of exports you can see:
   • Timezone: Choose how timestamps appear (defaults to your account timezone).
   • Payment methods: Filter by card, ACH, PayPal, crypto, and more.
   • Frequencies: One-time, recurring, or all.
   • Campaigns: All campaigns or specific ones.
   • Sources: Checkout Modal, Campaign Pages, Virtual Terminal, and more.
   • Include test donations: Include records created in test mode.
   • Include test recurrings: Include test recurring plans.
   • Include test tributes: Include test tribute records.
   • Include subaccounts: Include data from subaccounts (if enabled).
6. Switch to the File Columns tab to choose which data points to include in your export. If you're exporting to Beacon, Humanitru, Raiser's Edge 7, Raiser's Edge NXT, Rally Corp, Tatango, or Texting for Less, click Apply a preset. Presets come pre-configured with fields already selected and named to match each platform's import requirements.
   

   File columns tab

   For custom builds, search and drag fields from the right panel into the left panel. You can reorder fields by using the handle on the left side of each row, rename column headers by clicking the pencil icon, change the format for certain fields, or remove fields by clicking the trash icon.

7. Choose the format for fields that offer multiple display options:
   • Amounts: Full ($100 USD), Short ($100), or Amount only (100). Choose "Amount only" for importing into systems that expect numeric values.
   • Dates: ISO 8601 (2024-03-26T17:03:00.791-04:00), YYYY-MM-DD (2024-04-23), 24-hour (18:00), 12-hour (6:00 PM), plus 4 more variants. Match your CRM's expected date format.
   • Languages: ISO code (fr-CA), Full name (French (Canada)), or Simple (French). Depends on how your system stores language data.
   • Binary fields: Yes/No or 1/0. For fields like "Is Live", "Supporter Covered Fee," and others.
8. Click Download file. In the window that appears, select the date range for records you want to include.
9. Click Download. The file will generate in the background, so you can leave the page. When it's ready, you'll find it in Exports > Files.

If you want to generate files with the same configuration multiple times, save your settings as a template:

1. Go to Exports > Templates and click New template.
2. Give your template a name for internal reference, like "Monthly recurring plans" or "Failed crypto donations."
3. Follow steps 2-7 from "Generate a one-time file" above to configure your export settings.
4. (Optional) Click the Export schedule tab to automate file generation:
   • Check Create files on a schedule.
   • Select a frequency: Hourly, Daily, Weekly, or Monthly.
   • (Optional) Check Send the file to destinations if you want files automatically delivered to email or SFTP locations.
   • If you checked the destinations option, click Add destination:
     • Enter a name for the destination.
     • Select Type: Send by email or Send to SFTP.
     • For email: Enter the email address.
     • For SFTP: Enter Host, Port, Login, Password, and Path (see below for details).
     • Click Save changes.
   • Check the box next to your destination. You can create additional destinations and select multiple.
5. Click Save template.

Your template is now saved. You can generate files from it anytime by going to Exports > Templates, finding your template, and clicking the export icon.

Alternatively, when creating an export from the Files tab, you can click Save as template instead of Download file at step 8. This saves your current configuration as a template. You'll need to enter a template name and click Save.

Use an existing template

After you've created at least one template, when you click New export file in the Files tab, you'll see two options:

• Use existing templates: Choose a template from the list, select the date range for records, and generate the file.
• Create new export file: Start from scratch with the steps described in "Generate a one-time file" above.

Destinations let you automatically send files to email addresses or SFTP servers when templates run on a schedule. You can create destinations either while setting up a template (as described above) or separately in the Destinations tab.

To create a destination from the Destinations tab:

1. Go to Exports > Destinations and click New destination.
2. Enter a name for the destination.
   

   New destination window

3. Select Type: Send by email or Send to SFTP.
4. For email: Enter the email address where files should be sent.
5. For SFTP: Enter the following:
   • Host: Hostname or IP address of your SFTP server.
   • Port: Usually 22 (the default for SFTP).
   • Login: Username or email for authentication.
   • Password: Password for authentication.
   • Path: Directory path where files should be uploaded (for example, /exports/fundraiseup/).
6. Click Save changes.

If your SFTP server is behind a firewall, add these Fundraise Up IP addresses to your allowlist:

• 135.148.209.119
• 142.4.205.190
• 5.161.21.196

All your destinations appear in the Destinations tab. You can select them when you enable schedules in a template, and you can send files to multiple destinations at once — for example, email your team and upload to SFTP simultaneously.

The delivery log at Exports > Deliveries shows all files that have been sent to destinations. Each entry displays the status (a green checkmark for success or a red X for failure), the filename, which destination received it, and when it was sent.

Deliveries tab

If a delivery fails, click the three dots to retry it. You can also remove delivery entries from the log if needed. Common failure reasons include:

• Email address is invalid or blocked our sender.
• SFTP credentials are incorrect.
• SFTP server path doesn't exist.
• Firewall blocked our IP addresses.

• If you're exporting to a known CRM, start with one of the preset templates and modify it as needed rather than creating it from scratch. This saves time and makes sure you include the fields that platform expects.
• Before you set up automated schedules, generate a test file with just a few days of data to verify that fields and format look correct. This catches configuration issues early, before you have dozens of files to correct.
• When your export will be imported into another system, use the "Amount only" format for currency fields. Most CRM import tools expect numeric values without currency symbols, and this prevents field mapping errors.
• Take advantage of the column rename feature to match your CRM's expected field names exactly. When your export columns have identical names to your CRM's fields, you eliminate field mapping errors during import and can often automate the entire import process.
• Start with conservative schedules like daily or weekly rather than hourly, especially when you send to email destinations. You can always increase frequency once you've confirmed everything works smoothly.
• Check the Deliveries log regularly when you first set up automation. This helps you catch configuration issues like incorrect SFTP paths or firewall blocks before they become persistent problems.
• Use descriptive template names that explain what each one does. "Monthly recurring plans for finance team" is much clearer than "Template 1" when you manage multiple templates six months from now.
• Include the dynamic date merge tags (Start Date and End Date) in your filenames. This helps you identify which time period each file covers at a glance, which is especially useful when you run automated schedules and accumulate files over time.

• Export template won't save. Check that you've selected at least one field in the File Columns tab and that all required settings in General settings are filled in.
• File is empty or has fewer records than expected. Verify the date range you selected when you generated it. Also check the filters in your template — settings like test mode inclusion, campaign selection, payment methods, and frequency can all narrow down which records appear. Make sure the export type matches the kind of records you want to see.
• Scheduled files aren't being created. First confirm that schedules are enabled in the template's Export schedule tab and that you saved the template after you enabled it. New scheduled templates need up to one full interval period before the first file generates, so a daily schedule might not produce a file until 24 hours have passed.
• Email delivery fails. Common causes:
  • Recipient address is incorrect.
  • Their mail server blocks our sender.
  • File is too large (some servers reject attachments over 10MB).
• SFTP delivery fails. Check these in order:
  1. Verify your credentials (host, port, login, password).
  2. Confirm the path actually exists on your SFTP server.
  3. Verify our IP addresses are in your firewall allowlist.
  4. Test the connection with an SFTP client that uses the same credentials to isolate the issue.
• Field values are blank. This is often expected behavior. Fields like phone number, employer, and address are optional, so they'll be blank when supporters don't provide them. Custom fields only appear when they exist in the campaigns included in your export. Tribute fields are naturally blank for donations that aren't tributes.
• Date or amount format doesn't match what you need. Go back to the template's File Columns tab, find the field in question, and use the Format dropdown to select a different option that matches your system's expectations.
• Can't find a specific field. Try the search box in File Columns. You can also check the Export Data Dictionary to confirm the field exists and see what it's called. Keep in mind that some fields only appear for certain export types — for example, recurring plan fields won't show up in a one-time donations export.