Migrating from Kindful
Kindful lets you export reports as CSV files for migrating data into DonorDock. Kindful includes standard reports and lets you create custom reports based on filtered contact and activity data.
When exporting gift information, make sure your report includes individual transaction details such as the gift date, gift amount, and other information you want to retain in DonorDock.
Create a Custom Report in Kindful
To create and export a custom report:
Log in to your Kindful account.
Navigate to either the Contacts or Activities page, depending on the type of data you want to export.
Apply filters to narrow or define the records included in your report.
Use the Basic Search area at the top of the page for simple searches.
To access additional filters, select the white bar below the Basic Search area.
Select a filter from the available options, or begin typing the filter name and select it from the dropdown.
You can combine multiple filters using AND or OR conditions.
Once you apply your filters, click Create a Report in the right sidebar.
In the Create Report window:
Enter a recognizable report title.
Select a portrait or landscape layout.
Choose the Activity Fields you want included.
Choose the Contact Fields you want included.
Preview the report and confirm the expected records and columns are present.
Click Export to CSV.
Save the completed CSV file somewhere you can easily locate when you are ready to import it into DonorDock.
💡 Tip: When exporting gifts, include fields that identify both the donor and the individual transaction. At minimum, consider including donor identifying information along with fields such as gift date, gift amount, payment information, campaign or fund information, and any other gift details you want to preserve.
DonorDock does not have access to Kindful 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 Kindful account differ from those shown here, or you need assistance exporting additional information, you may need to contact your current provider for guidance.