Open topic with navigation

You are here: The Raiser’s Edge NetCommunity Page > NetCommunity Transactions in The Raiser’s Edge > Common Procedures > Export transactions

Export transactions

Before you process transactions to The Raiser’s Edge, export the transactions in a grid into a .csv file. This saves a record of the transactions included in the download process. You can export transactions for the Sign-Up Requests, Donations, Event Registrations, Memberships, and Volunteer Requests transaction types.

1. On the individual transaction screen, click Export Selected.

Note: To enable Export Selected if it is disabled, select the checkbox beside the transaction row to export.

The Export Grid screen appears.

Note: When you export transactions for Memberships, to access the Export Grid screen, click Export Selected on the bottom of the Process Membership Transaction screen.

2. Select the checkbox for the options to export to .csv. The options vary depending on the transaction type. For example, for the Sign-Up Requests transaction, you can export data for Constituent Biographical Information, Constituent Attributes, or NetCommunity Details.

The Constituent Biographical Information and NetCommunity Details are standard export options for the transaction types. Constituent Biographical Information exports data for the constituent in the transaction. NetCommunity Details exports data from the Details tab. For more information about the export options, see Export Options.

3. To open and review the .csv file after the export completes, select Open file when export is completed.
4. To separate field values with a line break in columns in the .csv file, select Format fields within columns.

If the checkbox is not selected, field values separate by a tab in columns in the .csv file.

5. Click OK. The Save As screen appears.
6. In the Save in field, assign a location to your data file. For example, you can save this to C:\MyFiles.
7. In the File name field, enter the name of the .csv file the export creates.

The value in the Save as type field defaults to CSV Excel (*.csv).

8. Click Save. The export processes. If you selected Open file when export is completed on the Export Grid screen, the .csv file opens. If you did not select the checkbox, you can access the file from the saved location.