All Collections
CRM / Donor Management
Contacts
How to export / download contact details
How to export / download contact details

Export contact data right from your dashboard into a neatly organized CSV.

Mark Rummel avatar
Written by Mark Rummel
Updated over a week ago

If you'd like to view your contact data in third-party software like Excel, Numbers, or Google Sheets, you can easily export your data into a CSV file.

Exporting contact details πŸ’Ύ

  • Log into your Givebutter dashboard.

  • In the left-hand menu bar, click on Contacts.

  • If you’d like to add filters to the data or only export a specific segment, select those now.

    apply filters
  • Click the Actions button, and choose either Active or Archived contacts.

  • Click Export to CSV, and click Export again in the popup.

    export popup
  • Your report will be sent to your email. In the email, click the DOWNLOAD button or copy and paste the provided link into your browser. This email link is good for 48 hours.

For security purposes, you must be logged in to Givebutter to view/download your CSV. If you're having trouble downloading your link, make sure you are logged in using the same web browser you requested the report from. Sometimes email clients will redirect you to a different browser, which will cause download issues.

The CSV file will then download to your device. Check your Downloads folder to open in a file reader like Excel, Numbers, or Google Sheets.

Data included in this report πŸ€“

Expand the heading below to view a full list of all the data columns included in a contact details export.

Full list of export data: Contact Details Report

  • Contact ID – a unique internal ID number

  • Prefix

  • First Name

  • Middle Name

  • Last Name

  • Suffix

  • Date of Birth

  • Gender

  • Company

  • Title

  • Primary Email

  • Primary Phone

  • Address Line 1

  • Address Line 2

  • City

  • State

  • Postal Code

  • Country

  • Website

  • Twitter

  • LinkedIn

  • Facebook

  • Recurring Contribution

  • Total Contribution

  • Engage Email Subscribed; False = unsubscribed; True = subscribed

  • Engage SMS Subscribed; False = unsubscribed; True = subscribed

  • Tags

  • Note (only includes contact notes, not activity feed/timeline notes)

  • Household name

  • Date Created (UTC)

  • Last Modified (UTC)

  • Custom field answers collected when entering a new contact (does not include custom field answers from a specific campaign or donation flow)

Troubleshooting πŸ› 

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 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!


Related content πŸ“š

Did this answer your question?