NOTE: You may be using additional modules or storing additional data that is not discussed here, but need to be exported. Your database also may look different, or may have been updated since this article was written. Please consult the documentation of your current database for the most accurate information.
Contents
Introduction
On the Organization Settings page, export your Bloomerang data to back it up or import it into another system.
To export your data:
- Click Settings, View All Settings.
- Click Edit on the Organization tile.
- In the Database Export pane, click Create New Export. The export may take many minutes to finish.
Tip: You may leave this screen while your export is being created. When you come back to the screen, you see the Download button if the export is finished. If it's not there, press F5 to see if the export is done.
- Click Download.
Types of Data Exported
Most of your data is exported. Email and letter templates and their data are not, and neither are engagement scores.
Your data is exported in a .zip file. Inside are .csv files for each data type:
- Accounts
- Addresses
- Appeals
- Campaigns
- Custom Fields
- Donations
- Email interests
- Emails (email addresses)
- Funds
- Households
- Interactions
- Notes (notes on constituent timelines)
- Phones (phone numbers)
- Pledge payments
- Pledges
- Processing info (transaction data)
- Recurring donation payments
- Recurring donations
- Refunds
- Relationship roles
- Relationships
- Soft credits
- Tasks
- Transaction processor accounts
- Tributes
- Users
- Wallet items (credit card data)
Missing or Odd Data
Data added through conversions, imports, forms, or the API doesn't necessarily fill in all fields in your database. Some constituents may have these blank fields:
- Envelope, formal, informal, or recognition name
- Sort name (only conversions, forms, and API)
- Country for addresses or phone numbers
A row in the Processing Info file might have a $0 transaction. This is expected. When a recurring donation is created, the credit card is validated with $0 and then charged the donation amount.
Active tasks show 01/01/0001 as the completion date.