Books > Help Center > Data Management > Data Management >  


Data Management
Many clients are transferring their GiftTool data to an external database, such as the history of all online & recurring donations, event registrations, pledges, memberships and/or shop orders. To make it easy for you, GiftTool has created a variety of ways to simplify data management.

You can automatically transfer your GiftTool data through data sharing with FundRaiser Software or to your custom program using the GiftTool API.

For users of Raiser’s Edge version 7, you can generate import files for Raiser’s Edge within your GiftTool account.

For all other databases, you can generate a Custom Orders report with the necessary data, establishing the order that the columns should appear. Then just save the Excel spreadsheet as a CSV file for importing into your external database.

To reconcile the money deposited in your bank account, generate a Journal Report for credit cards transactions only.






Search Help Center

Today's Top 10 Articles
  1. Adding a clickable link using the HTML editor
  2. What Question Types can I use in a survey?
  3. Why can't I view the Excel reports?
  4. How do we update the GiftTool template to match our new web design?
  5. How does the credit card payment process work?
  6. How do I create an event?
  7. 2011-12-05 - Automated eCards now available with Donation service
  8. How do I cancel and reissue a tax receipt?
  9. Boost moral - Don't forget to confirm offline pledges
  10. How do I create a product?