Migrating from DonorPerfect
To export your data from DonorPerfect, you can use the Listings tool. Listings allows you to export several types of information from your DonorPerfect account.
For a typical migration to DonorDock, we recommend starting with your donor/contact information and gift transaction data.
Export Donor Information
To export your donor information:
In DonorPerfect, select Reports, then select Listings.
Select a report and choose Export to File.
In the Export Type field, select Main/Bio Data.
Open Report Options and select:
Include No Mail Names
Export to Excel (CSV)
Select the All Fields (shared) export template.
Click Export to File.
Save the exported file somewhere you can easily find it.
Export Gift Information
To export your gift and transaction information:
In DonorPerfect, select Reports, then select Listings.
Select a report and choose Export to File.
In the Export Type field, select Gift/Pledge Transactions.
Open Report Options and select:
Include No Mail Names
Export to Excel (CSV)
Select the All Fields (shared) export template.
Click Export to File.
Save the exported file to a location on your computer where you can easily find it.
Need to Export Additional Data?
Depending on the information you track in DonorPerfect, you may need to export additional data beyond your donor and gift records.
You can export additional information using Listings by following the same general process above and selecting the appropriate export type for the data you need.
Please note: DonorDock does not have access to DonorPerfect 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 DonorPerfect account differ from those shown here, or you need assistance exporting additional information, you may need to contact DonorPerfect for guidance on exporting your data.