Exports
Get data the way you need it using easy-to-export custom data templates
In most cases, we recommend using built-in integrations to sync data from Fundraise Up to your other applications, but in some cases, it is helpful or necessary to export a data file instead. Using our Exports view in the Dashboard, you can create, customize, and deliver CSV data files that can include over 100 data points.
Structure
The Exports tool consists of three components: templates, files, and destinations.
- Templates: how files are created and customized
- Files: what templates generate
- Destinations: where files are delivered
Common use cases
There are a few scenarios where it makes sense to use exports instead of Fundraise Up’s built-in integrations.
- There is no built-in integration for your organization’s CRM
- You are using a connector like BrightVine Data Link to ingest data using SFTP
- You want to transmit export files to a data warehouse
- You want to send files to an SFTP location
- You want to automatically email a list of supporters and their addresses to a mail house
Destinations
One of the key benefits of Exports is the ability to send export files to multiple destinations. Learn more →
Download
An export file can be downloaded locally to a device.
An export file can be delivered to a valid email destination.
SFTP
An export file can be securely sent to an SFTP server location.
Scheduling
The Exports feature enables you to schedule the delivery of export files to email and SFTP destinations. Learn more →
Available export fields
Below is a full list of fields that can be exported. They're sorted into the following categories: