Step 1

Create your list of Donors you want to export the details for. This can be done either by tagging names using the checkbox beside their names and then clicking on the filter button, or by creating a filter/scope.

Step 2

Create the Merge File

Step 3

Here is where you create the Merge File

Please take note that it is when you click the "Create" button that the Merge File is Created.

Step 4

Open up the Merge File you created in Excel and familiarize yourself with it; in particular with the names of the column headers. If there are extra columns that you don't need, feel free to delete them. When done, close Excel.