Templates

To create a template, click New template in the Templates view of the Exports feature. The configuration options for templates are explained below.

When you create a new export template, the first General settings tab allows you to configure the key parameters of the template.

Template name

The internal name you want to use for the template, e.g. “New monthly recurring plans” or “Failed crypto donations.”

File name

A dynamic text input that enables you to implement a custom naming structure for files generated by the template, e.g. “Failed recurring plans from Start Date to End Date.” These two dynamic merge tags — Start Date and End Date — can be included in the file name. These merge tags refer to the period of time for which records will be exported. These dates are set either by the template’s Export schedule or in the date picker when you download a file from the Templates view.

When the dynamic date merge tags are used, they will insert date and time values. For example, for a file that includes data for December 3-4, 2023, the dates will be inserted as 2023_12-03 and 2023_12-04, and the times will be inserted as 00_00 and 23_59, representing the full 24-hour period for which records are reported.

Decimal separator

Allows you to choose a comma (,) or dot (.) as the decimal separator, depending on regional formatting such as 1000.00 or 1000,00. The default value is dot (.).

This applies to fields exported in the “Amount only” format.

Field separator

Allows you to choose a comma (,) or semicolon (;) as the list separator, based on your CRM’s requirements. The default value is comma  (,).

This applies to fields exported in the “Amount only” format.

Export type

Defines the type of records that will be included in the template.

Include test donations

When selected, this option includes records created when the platform was in test mode.

Include subaccounts

If subaccounts are enabled and this option is selected, the template will include records from the primary account’s subaccounts in the generated files.

Payment method

Filters records based on the payment method used for a donation. By default, the template will include records for all payment types.

Frequency

Enables you to select between including all donation frequencies or filtering by one-time or recurring frequencies. By default, the template will include records for all frequencies.

Campaigns

Enables you to select the campaigns that should be represented in data files created by the template. By default, the template will include records from all campaigns.

Sources

Enables you to select which source or sources donations should originate from to be included in the template. For example, you can filter to include only donations from Virtual Terminal or only donations made through the Checkout modal and Campaign Pages.

In the File Columns view, you can select which properties you want to include in data files created by the template. You can include virtually any property, including custom questions and designations.

Presets

For your convenience, we include presets for popular platforms. These presets include the necessary or helpful properties that are ordered and named based on the platform that will the exported files will be used with.

Fields for export

You can include virtually any property in an exports template. Properties are displayed in a searchable list and are dragged and dropped into the template file builder. Properties can be rearranged by selected the left-hand grab handle displayed in each property row and dragging the property to a new location.

Column names

Column names, represented by default by a property name, can be customized. To do this, hover over the field name in the CSV column and click the pencil icon. Changing column names is useful when you want to match column names to property names in other apps. This can help resolve mapping errors when you import a data file from Fundraise Up into an other platform.

Format

For some properties, you can select which format you want the data to appear in. Examples of these property types and possible formats are shown in the table below.

A property in the Fields for export area can be removed from the template by hovering over its row and selecting the trash can icon. All rows can be removed from the template by selecting the Clear all option.

Export templates can be configured to automatically generate data files on a set schedule from the Export schedule view. By default, the Create files on a schedule option is unselected.

When you enable creating files on a schedule, you can select from four frequencies:

• hourly
• daily
• weekly
• monthly

Enabling an export schedule also enables the option to automatically transmit data files one or more destinations. By default, this option is unselected.

When enabling the option to send files, you can select from destinations you have already created, or select the Add destination option to create new destinations. As needed, you can select multiple options to send files to several destinations. Learn more →