How to Export Glass Register Donations
This guide shows how to export donation data from Glass Register for reporting or CRM integration.
Create an Export Profile
An Export Profile defines which donation fields to include in your export file.
- Log into Glass Register and navigate to Export Profiles.
- To choose which donations should be included in the export, select a form from the Forms dropdown. Alternatively choose "All Forms" to include donations from any of your forms in your export.
- Select the fields to export (e.g., Donor Name, Amount, Date). If you want to include all fields in your export, click "Select All."
- Click Save As New Export Profile and give your new Export Profile a name (e.g. "All Donations," or “Monthly Donations”).
- If you will be exporting donations to import into your CRM or accounting system, make sure you are including all of your CRM's required fields in your Export Profile (check your CRM’s import requirements).
If you will be exporting donations to import into your CRM or accounting system, make sure you are including all of your CRM's required fields in your Export Profile (check your CRM’s import requirements).
Export Donation Data
- Navigate to Export Profiles List.
- Select the Export Profile from the dropdown menu.
- Click Export (top right).
- Set export options:
- Start Date and End Date: Define the date range for donations you want to include in your export.
- Export Format: Choose CSV or Excel.
- Export Scope: Check to export only new submissions since the last export, or leave unchecked for all data.
- Click Export to download the file to your default download folder.
Tips:
- Save multiple profiles for different forms or purposes (e.g., “Annual Report” vs. “CRM Import”).
- Verify the exported file opens correctly in your CRM or spreadsheet software.
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