Map downloadable CSV donor data columns to Line Items (All) report
Before you get started
Walkthrough
Before you get started
Walkthrough
Before you get started
Walkthrough
Become familiar with the updated column headers and additional new data in the Line Items (All) on-screen report and downloadable CSV.
Before You Get Started
This article is ONLY for member nonprofits with access to the “Line Items (All)” donor data reporting tools, currently in beta. If this does not apply to you, learn how to download current donor data from the Nonprofit Admin Portal. If you are interested in gaining early access to the beta, please state as much in an email to beta@givelively.org and include the name of your nonprofit.
Video Overview
Walkthrough
This article is designed to help Give Lively member nonprofits become familiar with the updated column headers and additional new data in the “Line Items (All)” on-screen report and downloadable CSV now in beta in the Reports Portal.
It maps the column headers from the until-now usual donor data CSV format (downloadable through the Nonprofit Admin Portal) to the column headers in a new, expanded, restructured, comprehensive CSV file that can be downloaded from the Reports Portal.
The goal is to help smooth the transition to the new “Line Items (All)” report, including making updates to third-party systems using this data, in advance of discontinuing the old by February 2024.
To learn more about the new donor data reporting tools and the transition to them, read about:
- the introduction of the new “Line Items (All)” report
- how there's plenty of time to adjust
- navigating the new donor data reporting tools in the Nonprofit Admin Portal.
CSV column mapping chart
This chart only shows how column headers from the until-now usual donor data CSV map to the new "Line Items (All)" CSV. It does not include any of the new columns in the new expanded, restructured, comprehensive CSV.