Is this article for you? It covers services only available to Give Lively member nonprofits.
Is this article for you? It covers Salesforce integration services only available to Give Lively member nonprofits.

Download donor data from Nonprofit Admin Portal

Before you get started

Walkthrough

Before you get started

Walkthrough

Before you get started

Walkthrough

Download donor data with the click of a button. This data includes donor names, email addresses, donation date, donation amount, donation frequency (one-time or monthly), donation page, and other custom information.

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Before You Get Started

Video Overview

Walkthrough

Log in to the Nonprofit Admin Portal and scroll down the Dashboard page to the section on the right side called "Export Donor Data."

Insert a date range for the donation data you'd like to download and click the "Export" button.

The CSV report is not downloaded directly, but via a link in an email sent to the address associated with the Nonprofit Admin Portal user account. Depending on how much data is being requested, it may take time for the email to be sent. That said, if it’s been more than 24 hours, contact our support team. Each report will be available for 72 hours from the time the email is sent; if that time expires, a new export must be launched.

Important note about downloading your CSV from the email: If clicking the “Download My CSV Report” button in the email opens your file in a new browser tab instead of downloading the CSV file, try the following:

  1. Right-click on “Download My CSV Report”.
  2. Select either “Save Link As” or “Download Liked File As”.
  3. Click “Save” to confirm your choice.
  4. Locate your downloaded CSV file on your computer.

The downloaded CSV file contains data that can be sorted however you like. The data set includes donors' names, email addresses, donation date, whether the donation was one-time or recurring (monthly), the size of the donation, which page they donated through, and any other information you've elected to collect. If a selected date range does not include any data, the CSV will be empty. If you receive a blank CSV but you're very confident that there should be data, double-check the selected date range and try again. If the CSV is still blank, contact our support team.

A more extensive data set can be downloaded from Stripe, including information about payment status, fees paid, credit card information, and more. Learn how to download data from Stripe.

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