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Using the Exports Tab

Advanced exports are here! Easily get the exact export files you need, on a schedule or as needed.

The Export tab is currently in an open beta, meaning that you may encounter functionality gaps or unexpected issues. Please provide us any feedback you may have!

The Exports tab of your Fundraise Up account provides you a one-stop shop for exporting your Fundraise Up data as CSV spreadsheets. 

 


 

Files

The Files tab is the first tab you land on in Exports. Once you have run at least one export using a template, all of your previously exported Files will be easily and quickly available on this page. 

Screen Shot 2021-05-04 at 10.42.54 AM

The leftmost column will show you the status of each File (either a checkmark to indicate that it is available, a clock to show that it is pending, or an X to show that it is unavailable). 

The buttons on the right will allow you to download each File (if available), or remove it from your dashboard.

 


 

Templates

The Templates tab will show you a list of all previously-created Templates. A Template (short for export template) is where you define what data will be included any resultant Files, how the columns will be formatted, and what schedule it has for delivery to any destinations you've set. 

To make a new Template, click the New Template button in the top right.

You can also edit any existing Template, clone it as a starting point for a new one, or remove it from your dashboard by clicking the three-dot menu button in its row in the list.

General Settings

Within the General Settings tab for a Template, you can set the Template Name, File Name, and type of information included (Donations, Recurring Plans, or P2P Fundraisers) in any Files it makes. Additionally, the screen offers options to filter the included data to include or exclude test data, subaccount data, specific payment methods, and specific frequencies of giving if applicable.

File Columns

The File Columns tab for a Template is arguably the most important; this tab is where you set what pieces of information will actually be displayed for each row returned in any Files created.

You can:

  • drag and drop fields to control what order the columns will appear in,
  • use the trash icon on the right to remove a given row,
  • add fields individually via drag or drop or clicking on them from the Available Fields,
  • adjust the data exported per-column, for example, Donation Date offers multiple date and time formats,
  • rename fields to assist with legibility and reimporting of information,
  • and apply presets to quickly include frequently needed combinations of fields. 

Export Schedule

The Export Schedule tab allows you to determine if this Template will create files on a schedule (at which time, they'd be available from the Files tab) and if those files should also be automatically delivered to one or multiple Destinations.

 


 

Destinations

The Destinations tab shows all locations to which a File can be delivered.

New Destinations can be added by clicking the New Destination button, at which time you'll be asked to specify the internal name for the Destination, the type (email or sFTP), and any needed information to deliver to that Destination.

The leftmost column will show you the status of each Destination; if it's showing a checkmark, that means a Destination is considered available by the system to the best of our ability to verify. 

The three-dot menu button on the right will give you options to edit or remove each Destination from your dashboard, as well as from any inclusion as a Destination for existing Templates that use it already.

Special considerations for SFTP

If your SFTP server is behind a firewall, you may need to pre-approve our IPs so that we can upload your exported files as needed. 

Currently, our SFTP export traffic should come from these IPs:

  • 51.81.56.62
  • 51.81.66.17
  • 51.81.46.130

 


 

Deliveries

Last but certainly not least, the Deliveries tab will show you all previous attempts to send an exported File outside of your Fundraise Up system. 

The leftmost column will show you whether each Delivery succeeded or failed, and the three-dot menu button on the right will give you options to retry the Delivery or remove it from your dashboard so it can no longer be attempted or retried.