Exporting Campaign Data
CheqrPay allows users to download Donation/Donor data from our system into a .csv file. This enables the organization to use and store the data in a way that conforms with their business practices. It also makes it easy to upload the information to your current CRM system.
To Export Donation/Donor Data:
- Login to the CheqrPay Platform
- Once in the system, select “Campaigns” from the top menu.
- Here you will see a list of active campaigns.
- Click on the arrow on the far right of the screen in line with the campaign name. This will launch the campaign summary screen.
- Filter by date range or transaction type (if needed).
- Select the export option to export all data or filtered donation/donor data.
- A .CSV spreadsheet will be downloaded with the following data:
- Donor Name
- Donor Address
- Donor City
- Donor State
- Donor Zip
- Donor Email
- Date/Time Payment Created
- Payment Type (Credit/Bank Transfer)
- Payment Status
- Payment Error Data
- Donation Amount
- CheqrPay Fees
- Net Amount
- Payment Refund Amount
- CheqrPay Fee Refund
- Donation ID
- Payout Date
- Comment (from Donor)
- Donor Employer for Donation Matching