Migrating from BlackBaud Luminate Online

Blackbaud Luminate Online is a fundraising and constituent engagement platform used by nonprofit organizations to manage online giving, marketing, and supporter activity.

To migrate data from Luminate Online into DonorDock, you can export constituent information through a Mail Merge and transaction information through Luminate's reporting tools.

Export Constituent Information

To export constituent information from Luminate Online, you can create a Mail Merge and download the resulting data as a CSV file.

💡 Before you begin: Make sure any groups you intend to include in the export have already been created in Luminate. Groups cannot be added to a Mail Merge after it has been created.

Create a New Mail Merge

1. Log in to your Luminate Online account.

2. Navigate to the Mail Merges List page.

3. Click Create a New Mail Merge.

4. On the Mail Merge Information page, complete the available settings.

Mail Merge Name
Enter a descriptive name that will help you identify the export later, such as DonorDock Constituent Export.

Author
Enter the name or title of the person creating the Mail Merge.

Description
Add a brief description of the purpose of the export.

Security Category
For most exports, you can leave General selected. If your organization uses security categories to restrict administrator access, select the appropriate category.

Log Mail Merge as Interaction for Constituent
Leave this option unchecked unless you specifically want the export recorded as an interaction on the included constituent records.

Select Fields for the Export

Under the available Mail Merge fields:

1. Select the constituent fields you want to include from the All Selections box.

2. Click Add Selected to move them to Your Selections.

3. Continue adding all contact information you want to retain in DonorDock.

You may be able to select multiple fields at once by holding Ctrl while selecting.

If desired, Luminate also provides fields such as:

• Address/Accept Mail

• Email/Accept Email

Use these if you want to limit the export based on communication preferences.

Once your fields have been selected, click Next Step.

Select Constituent Groups

On the Select Groups page:

1. Select a Group Type to narrow the available groups.

2. Locate and select the group or groups you want included in your export.

3. If needed, use the search field to find groups by name or description.

4. Select any applicable subgroups.

5. Confirm that the desired groups appear in the Selected pane.

6. Click Next Step.

💡 Tip: If you need more information about a particular group, you may need to open Constituent360 > Groups in another window to review its membership or configuration.

Generate and Download the Constituent Export

1. Review the export details on the Confirm page.

2. Click Confirm.

3. Return to the Mail Merges List.

The Mail Merge will initially display a status of In Process. Once it is complete, the status will change to Generated.

When the export is ready:

1. Click the Download icon.

2. Choose to open or save the CSV file.

3. Save the file somewhere you can easily locate when you are ready to import it into DonorDock.

Export Transaction Information

You can generally export transaction information through Luminate Online's reporting tools. The exact report names and options available may vary by version, configuration, and permissions.

Run a Transaction Report

1. Log in to Luminate Online.

2. Navigate to the Reports or Reporting section.

3. Locate a report for transaction or financial information, such as Transaction Details.

4. Select the parameters for the report.

   • Choose the appropriate date range.

   • Select the transaction types you want to include.

   • Select campaigns, funds, or other criteria if applicable.

5. Run or generate the report.

6. Review the results to confirm the information you need is included.

7. Export the report to CSV or Excel.

8. Save the completed file with your other migration files.

💡 Tip: For a complete giving history, make sure your transaction report includes individual gift information such as the donor, transaction date, gift amount, payment information, campaign or fund information, and other details you want to retain.

DonorDock does not have access to Blackbaud Luminate Online or control over changes to its features, terminology, or export process. This guide is provided as a general resource to help you begin your migration. If the options available in your account differ from those shown here, or you need assistance exporting additional information, you may need to contact Blackbaud for guidance.