Importing and exporting Giving information
When transitioning to or from Giving, you may be looking for a way to take your donation data with you. You might also want to export data to a CSV file for reporting or analytics. This article will help explain your options for importing and exporting Giving data.
Importing Giving information
If you'd like to import historical donation information from another system into Giving, you can use the donation import tool! To get started, you'll need a CSV file of data. Check out Import donation history to learn how to format your file before you get started.
Exporting Giving information
If you need to dig deeper into your donation data, or if you're moving to another donation platform, you can export your Giving reports as a CSV file.
Here are some export options available in Giving:
Lists of donations can be exported from the Dashboard or By donations tab. You can use filters to narrow down the results in the By donation tab.
Lists of donors can be generated from Planning Center People, using criteria such as amount donated, fund type, or recurring donor status.
Donor reports provide information about donors who gave during a particular time period.
Donor statements provide donors with a list of all their successful donations over a given time period.
Payout reports allow you to reconcile deposits (called payouts) to your bank account or general ledger.