Use the HiRaiser Reports tool download a spreadsheet (.csv file) containing donation record details.
- Select Reports from the main navigation
- Select the options to limit which records appear in the Report
- Choose which fields you want included
- Select if you want to save these options as a saved Report for future use
- Click Download
Data Upload Tips
When using Reports to upload the data to a CRM or other system, make sure to:
- Review the data to ensure the formatting matches what is required by the desitination
- Pay special attention to the field names (column headings) to make sure they match what is required by the destination (or will be interpreted correctly)
- Perform a test with only a handful of records so you can review and correct any issues before uploading a large batch
If you have any questions or if any issues arise, please let us know at team@hiraiser.com.