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How to Export Your Donor List to CSV or XLSX

Move your Givelink donors into the CRM or spreadsheet you already use.

Panos Kokmotos |

Every in-kind donor is a warm prospect. Givelink lets you export your donor list as a CSV or XLSX file, so it drops into whatever CRM or spreadsheet you already run.

Why export your donors

  • Thank donors personally and invite them to your next campaign.
  • Keep one donor record across your tools.
  • Report to your board on who gave and when.

How it works

  1. Log in to Givelink and open your donor list.
  2. Choose the export option.
  3. Pick CSV or XLSX.
  4. Open the file in your spreadsheet or import it into your CRM.

Tips

  • Use CSV for most CRMs. Use XLSX if you want to sort and filter in a spreadsheet first.
  • Export after each campaign, so your thank-you list is fresh.
  • Match donors to the wishlist items they funded when you write the thank-you.

Next step

Export your donor list today and send your first thank-you. Book a 15-minute call if you'd like help setting up a donor follow-up.

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