This guide will walk you through exporting your data from Network For Good so it is import-ready for Givebutter. With the step-by-step instructions below, you will easily ensure you have all of the data you need to bring over to Givebutter. Although data migrations can feel daunting, we are here to support you every step of the way!
We will be using Network For Good’s reporting feature to export these details so they are easier to prep for import. We recommend keeping an original, unmodified copy of these exports for your records to ensure everything from Network For Good is available offline.
Migrate recurring donors 🔁
Ask Bonterra Payments to release your donors 🔒
Network For Good uses Bonterra Payments for their payment processing. In order for your recurring donors to bill in Stripe, they will need to be moved to a Stripe account from Bonterra Payments. Below is a template you can use to ask Bonterra for your recurring donor information:
Hi there,
We are in the process of moving our recurring donors. In order to start this process, we will need our recurring donors' payment tokens released to a Stripe account.
Can you release the payment tokens to this account? If so, what will you need from us to proceed to this next step?
Thank you!
Should they refuse, you can still email your donors to ask them to move their donation to Givebutter (we have a template for this too). Remember, this is a great time for donor stewardship to try up those monthly or yearly donations!
Migrate contact records 👤
Export from Network For Good ➡️
Navigate to the Contacts tab from your dashboard.
Select Create Filter + and set it to be Contact Type > Equals > Individual.
Once you have run that filter, you can click Select All and then Bulk Actions > Export.
Now, it’s time to build this export with the available Fields! You can select any of the contact fields on the left side to choose which columns of data you want to import. Our template is a great reference to start with. Make sure to include data that would allow you to know if the contact is opted in to your emails! This is typically called something like email subscription status or email opt-in.
Remember, we support custom fields for contacts. This means anything you don’t see on our template can still be imported as a separate column.
When all of your data is set, you can hit Export.
Important: Do not select the Export as households option before you generate your export. This will only export contacts that are within a household and exclude everyone else. If you want to include household data on your export, you can select those columns in the previous step as contact fields.
Prep for Givebutter 🌟
You can now open that downloaded file and copy the data into our template so it imports more seamlessly. If you notice any of your data needs to be re-formatted to align with our template’s rules, check out our prep guide which highlights some great features in Google Sheets. Once your file is ready, you can import your contacts!
Migrate company records 🏢
Export from Network For Good ➡️
Navigate to the Contacts tab from your dashboard.
Select Create Filter + and set it to Contact Type > Equals > Organization.
Once you have run that filter, you can click Select All and then Bulk Actions > Export.
Now, it’s time to build this export with the available Fields! You can select any of the contact fields on the left side to choose which columns of data you want to import. Our template is a great reference to start with. Make sure to include data that would allow you to know if the contact is opted in to your emails! This is typically called something like email subscription status or email opt-in.
Remember, we support custom fields for contacts. This means anything that you don’t see on our template can still be imported as its own column.
When all of your data is set, you can hit Export.
Prep for Givebutter 🌟
You can now open that downloaded file and copy the data into our template so it imports more seamlessly. If you notice any of your data needs to be re-formatted to align with our template’s rules, check out our prep guide which highlights some great features in Google Sheets. Once your file is ready, you can import your companies!
Migrate transaction records 💰
Export from Network For Good ➡️
Navigate to the Giving tab from your dashboard.
Make sure you do not have any filters set that exclude donations. Once you confirm this, you can click Select All and then Bulk Actions > Export.
Now it’s time to build this export! Make sure to include at minimum Amount, Payment Method, Campaign/Event, Donation Date, First Name, Last Name, Email, and Phone. The other fields we support for transactions can also be included in this export if you need them.
If you want to import any soft credits, be sure to also check Include Soft Credits.
If you don't have any other columns to add, your report is ready. Hit Export!
Prep for Givebutter 🌟
Once you are ready, you can copy the data into our template so it can be imported more seamlessly. If you notice any of your data needs to be re-formatted to align with our template’s rules, check out our prep guide which highlights some great features in Google Sheets.
For any donors missing an email address or phone number, you will need to add the donors’ Givebutter Contact IDs to the file. This will ensure that donations link to the right contact record and will help avoid creating duplicates.
Since Givebutter only has campaigns and publicly displayed fund designations, You will need to decide which information in Network For Good you want to be associated with your transactions (i.e. how to map over campaigns/events vs designations).
For any transactions that have a soft credit associated with them, you will want to use our Internal Note field to note that they have a ‘soft credit’. You can then copy those transactions with all details, including the soft credit, to their own file. We will need that information later, so only the ‘hard credit’ needs to be imported right now.
Once your file is ready, you can import your transactions!
Migrate soft credit records 🍦
Prep for Givebutter 🌟
We already have our soft credits exported and in their own file from the previous step, so you can now add that data to the soft credit import template! Soft credits will need to be imported based on the transactions that you have already added, to which they are attributed. Since we left an Internal Note with those transactions, we can more easily retrieve these for this file!
To start this step, navigate to your transaction dashboard in Givebutter, and filter by Internal Note > With internal note. Then, you can click Export and select the following custom columns to include: Campaign Title, First Name, Last Name, Reference Number, Amount, Transaction Date, and Method.
Now that you have this file, you can use it against the Network For Good export to compare which soft credit belongs to which transaction. Once your file is ready, you can import your soft credits!
Verify and clean up 🧹
Check Imports: Spot-check a few contacts and transactions in Givebutter to ensure data is transferred correctly (e.g., amounts, dates, names).
Handle Errors: If any rows fail (visible in Settings > Imports), download the failed records, fix them in the CSV, and re-import them.
Delete Test Imports (Optional): If you make a mistake, you can delete an entire import from Settings > Imports, but proceed cautiously as this is permanent.
Additional tips ✨
Timing: Plan this migration when you have downtime, as it may take a few hours to format and import everything.
Support: Givebutter’s process is self-service, but you can email [email protected] if you have further questions about this.
This process leverages Givebutter’s free, user-friendly tools and Network For Good’s export capabilities, ensuring a smooth transition without starting from scratch.