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

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

Cathryne avatar
Written by Cathryne
Updated over a week ago

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

Export contact details ๐Ÿง‘โ€๐Ÿฆฐ

  1. Login to your Givebutter Dashboard.

  2. Navigate to the Track tab in the left-hand menu and click on Contacts.

  3. If youโ€™d like to add filters to the data or only export a specific segment, select that now.

    apply filters
  4. Click the Actions button.

  5. Choose either Active or Archived contacts.

  6. Click Export to CSV.

  7. Click Export again in the popup.

    export popup
  8. 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.

โœ… Pro tip: 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.

If you're not receiving your report, search your ALL MAIL box for [email protected], and make sure that email address is whitelisted for your account so the export emails don't get blocked.

Contacts export contents ๐Ÿ—ƒ

The contacts CSV file export contains the following information:

  • Contact ID โ€“ 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

  • 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)

Related content ๐Ÿ“š

Did this answer your question?