Exporting All Your DMS Data
This article will guide you through the step-by-step process of exporting all your data from the system. Exporting Contacts, Contributions, and Opportunities will cover everything stored in your instance, ensuring no information is left behind. Once complete, you'll have three CSV files, easily readable in Excel, providing a full backup of your records. Let's get started!
1. Exporting All Contacts
This Contacts export method includes all contact-related information, such as notes, addresses, phone numbers, communication preferences, and everything ever recorded for your individual, organization, or household-type contacts.
To export please follow the steps below:
1. Go to the Contacts Tab
2. Click on All # Records
3. Click on Actions and choose Export Contacts
4. You will be directed to the next page, where the Export Primary Fields and Do Not Merge options are preselected. Ensure these options remain selected, then click Download File to proceed.
Primary fields include every single column available in your system, ensuring that no information is excluded.
Your CSV file will include Canada Helps driven contacts, as well as all manually recorded or previously imported data. Your file will be downloaded immediately to your device.
2. Exporting All Contributions
To complete the Contributions export, you will follow a similar process. This export includes all contribution-related information, covering donations made through Canada Helps, manually recorded contributions, and contributions processed directly within your DMS with iATS.
1. Go to the Contribution Tab
2. Click on All # Records
3. Click on Actions and choose Export Contributions
4. Make sure that Export Primary Fields option is pre-selected and click on Download File to proceed.
3. Exporting All Opportunities
If your organization was recording Opportunities we highly recommend exporting them as well.
1. Go to the Opportunities Tab
2. Click on All # Records
3. Click on Actions
4. Choose Export opportunities
5. Make sure that Export Primary Fields is pre-selected and click on Continue to proceed.
