You can export your pledges into a spreadsheet (CSV file) that you can view in Excel, Google Sheets, Numbers, or other spreadsheet software. Pledge exports are useful for tracking outstanding balances, reporting on pledged revenue, and following up with donors who have upcoming or overdue installments. You can export all of your pledges, or apply filters first to export only the pledges you need.
Exporting pledges 💾
Log into your Givebutter dashboard and click on Transactions, then click the Pledges tab.
If you want to add filters to the data, do so now. Only the pledges that match your filters will be included in the export.
Click the Export button at the top.
Choose which data columns you'd like to export. All columns is the default. Select Custom to choose specific columns from the available options.
Click Export.
Navigate to your email, and in a few moments, you will receive a message from Givebutter saying that your export is ready to download. In the email, click the Download button (good for 72 hours) or copy and paste the provided link into your browser.
The spreadsheet (CSV) file will then download to your device. Check your Downloads folder to open it in a file reader like Excel, Numbers, or Google Sheets.
Individual and company pledges 🏢
Pledges can belong to an individual contact or a company contact, and both appear in the same export. For individual pledges, the contact's name appears in the First Name and Last Name columns. For company pledges, the company's name appears in the Company Name column, and the First Name and Last Name columns are blank.
Data included in this report 🤓
Expand the heading below to view a full list of all the data columns included in a pledges export.
Full list of export data: Pledges Export
Full list of export data: Pledges Export
Id – the pledge ID
External ID
Status – active, fulfilled, or canceled
Type – donation, sponsorship, match, or other
Installment Frequency – one-time, weekly, monthly, quarterly, semi-annually, annually, or custom
Fund Code (blank if the fund has no code)
Fund Name
Campaign Code
Campaign Title
Givebutter Contact ID
Contact External ID
First Name
Last Name
Company Name – populated for pledges that belong to a company contact
Preferred First Name
Email
Phone
Address Line 1
Address Line 2
City
State
Postal Code
Country
Amount – the total pledge amount
Amount Fulfilled – the total paid toward the pledge so far
Amount Remaining – the balance still owed on the pledge
First Installment Date
Expected Fulfillment Date – the date the final installment is due
Last Transaction – the date of the most recent payment linked to the pledge
Pledged on – the date the donor made the pledge
Created Date (UTC) – the date and time the pledge was added to Givebutter
Canceled Date (UTC)
Dates are formatted as YYYY-MM-DD with a 00:00:00 time in the export.
Troubleshooting 🛠
If you're generating reports but aren't receiving our emails, please do the following troubleshooting steps before contacting us:
Ensure you've checked your email spam/junk box. Because these emails are sent from a no-reply address, email providers may categorize them as junk mail.
Sometimes, these messages are filtered into folders previously set up in email accounts, or they're deleted automatically. Check any relevant folders.
Search your inbox for "[email protected]".
Check your email settings to be sure the address [email protected] is whitelisted, a firewall isn't blocking us, or there isn't some server issue.
If you've tried all of these options and you're still having trouble receiving export emails, please contact our team – we'd be happy to assist!
FAQ 🤔
Why is the contact information blank for some pledges in my export?
If the contact a pledge belongs to has been archived, the pledge is still included in your export, but that contact's details will be blank. To see the contact information again, restore the contact.
Why does my export say "active" instead of On schedule or Off schedule?
The Status column in your export groups pledges as active, fulfilled, or canceled. On schedule and Off schedule are both active pledges. To export only one of them, filter your Pledges tab by Status (for example, Status is Off schedule) before you export. You can also use the Expected Fulfillment Date and Amount Remaining columns to find overdue balances in your spreadsheet.