How do I export all the data in my account?
Updated 2 weeks ago
How do I export all the data in my account?
Use this guide when you need to export donor, recipient, donation, or commitment records from the pages where you work with that data. Each page has an Export / Import dropdown that lets you download a CSV of the current view or send the export by email.
Note: Exports include the data that matches the current table view — visible columns, active filters, search terms, sorting, and the selected date range (where applicable). Adjust the view before exporting so the CSV contains the records and columns you need.
Donors
Open Donors from the sidebar.
Choose the donor view or saved view that contains the donors you want to export.
Click Export / Import and select your option:
Current page CSV — downloads the rows currently shown on the page.
All as CSV — starts a background export of all donors matching the current view; when it is ready, click Download export to download the CSV.
All sent to email — starts a background export and emails the export to your email address, normally as an attachment.
The Export / Import dropdown on the Donors page offers Current page CSV, All as CSV, and All sent to email options.
For the full donor table workflow, see Donors Table.
Recipients
Open Programs from the sidebar, then select the program whose recipients you want to export.
Choose the recipient view or saved view.
Click Export / Import and select your option:
Current page CSV
All as CSV
All sent to email
The Export / Import dropdown on the Recipients page inside a program.
For the full recipient table workflow, see Recipients Table.
Donations
Open Donations from the sidebar.
Choose the donation view (Donations, Refunds, Failed, or Soft Credits), the donor form or saved view, and the date range.
Click Export / Import and select your option.
The Export / Import dropdown on the Donations page exports the current donation view, filters, and date range.
For the full donation table workflow, see Donations Table. Commitments
Open Commitments from the sidebar.
Choose the program or saved view that contains the commitments you want to export.
Click Export / Import and select your option.
The Export / Import dropdown on the Commitments page exports the relationships in the selected view.
For the full commitments table workflow, see the related table guide.
How exports work
All server-side exports ( All as CSV and All sent to email ) are processed in the background so you can continue working. A progress section appears at the top of the page showing the current status: Queued → Processing → Ready (or Failed if something goes wrong).
The export progress section shows the current status and provides a download button when the export is ready.
When the export is ready:
All as CSV provides a Download export button; click it to download the CSV.
All sent to email emails the export to your email address, normally as an attachment.
What is included in the export
The exported CSV reflects the current table view:
Columns — only the fields you have chosen to show in the table are included.
Filters — active filters are applied, so only matching records are exported.
Search — the current search term is respected.
Sorting — records follow the current sort order (where supported).
Date range — donations and other date-filtered views use the selected range.
Email delivery
The All sent to email option delivers the export to the signed-in admin's email address, normally as an attachment. An organization can turn Export completion emails on or off from Email & sender in Organization settings. When turned off, you can still choose All sent to email, but email delivery is skipped and the export remains available through the progress section on the page. See Email Settings for details.
Permissions
Your role controls whether you can see and use the Export / Import dropdown. Export access can be permission-gated per data type. If you do not see the export options described here, ask an administrator to review your permissions.