How to Export Your Data Before Closing Your Account

Contacts

Export your full contact list.
How: CRM (top navigation bar) -> Contacts & Donor Management -> Actions->Export to File

Transactions

Download a record of all past transactions
How: Giving (Top navigation bar) -> Transactions -> More-> Export to File or Export to File Itemized.

Reports

Home Page-> Reports -> Custom Report -> Click View on your specific custome reports -> More-> Export to Excel or Export to CSV

Default Reports

Export your account's default reports from Home Page > Reports.
Campaign-Specific Reports

You can also export reports for individual campaigns (events, donation pages, volunteer pages, etc.). To do this, go to the specific campaign's dashboard, click Reports, then select the report(s) you'd like to export. See the example below:

Need Help?

If you have questions about exporting your data, contact us at support@betterunite.com

Before your account is deactivated, we recommend exporting anything you'd like to keep. Once deactivation happens, export will no longer available. Here are some suggestions on what to download and where to find it.