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Export a Transaction List

How to export a list of transactions to a CSV file

Angelina Pavone avatar
Written by Angelina Pavone
Updated this week

☝️ Screens in this video may look different. Some platform details have been updated since this video was created, but the general concepts still apply. Watch more tutorials at Funraise's University.


Export Transactions

From the Transaction section, you can export a list of transactions to CSV. The export will reflect the filters you have applied.

1. From Transactions > Click table actions menu (3 dots) > Select Export CSV

2. Select the columns and order of columns for your export > Click Export CSV

3. Your export file will be available to download from Settings > Exports. You'll also receive an email with a link to the export file as soon as the export has finished processing.

Good to know

  • You can also rename your export file from this screen.

  • Export settings are saved per user. This means that each time you conduct an export the default fields and order will match your most recent export settings.

Export files are limited to 10,000 records
Exports of Transactions are limited to 10,000 records at a time. To export more than 10,000 records you'll need to further segment your list or export from Fundraising Intelligence.


Exportable Transaction fields

Listed alphabetically.

  • Address

  • Allocation

  • Allocation ID

  • Amount

  • Anonymous

  • Campaign Page ID

  • Card Type

  • Check Number

  • City

  • Comment

  • Company Match

  • Country

  • Currency

  • Dedication

  • Dedication Email

  • Dedication Message

  • Dedication Name

  • Dedication Type

  • Donation Date

  • Donor Covered Fee Amount

  • Donor Covered Fee Source Amount

  • Donor Covered Fees

  • Donor Covers Fees Eligible

  • Expiration Date

  • Form

  • Form Name

  • Frequency

  • Gateway Response

  • Gateway Transaction ID

  • Household

  • Household Name

  • ID (Transaction ID)

  • Import External ID

  • In-Kind Description

  • Intended Amount

  • Intended Source Amount

  • Last Four

  • Memo

  • Name

  • Note

  • Offline

  • Operations Tip Amount

  • Order ID

  • Order Total

  • Page Goal

  • Page URL

  • Payment Method

  • Phone

  • Platform Fee Amount

  • Platform Fee Percent

  • Postal Code

  • Recurring

  • Recurring ID

  • Recurring Sequence

  • Soft Credit

  • Soft Credit Supporter Address

  • Soft Credit Supporter City

  • Soft Credit Supporter Country

  • Soft Credit Supporter Email

  • Soft Credit Supporter Name

  • Soft Credit Supporter Postal Code

  • Soft Credit Supporter State

  • Source Amount

  • State/Province

  • Status

  • Supporter

  • Supporter Email

  • Supporter First Name

  • Supporter Institution Category

  • Supporter Institution Name

  • Supporter Last Name

  • Tags

  • Tax Deductible Amount

  • URL

  • UTM Campaign

  • UTM Content

  • UTM Medium

  • UTM Source

  • UTM Term

Inactive fields

Inactive fields are fields that are no longer being populated in Funraise but may have historic data.

  • Gift Capacity

  • Net Worth

  • Propensity To Give

  • Real Estate Value

  • Total Income

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