We’re excited to share that more integrations are on the way in the coming months! For now, the easiest way to transfer data into your CRM is by downloading it from BetterWorld as a CSV file and uploading it into your donor management tool. Reports in BetterWorld can include a range of donor information, such as names, email addresses, phone numbers, and mailing addresses. Nearly all the information you see on BetterWorld is available in a convenient table format, allowing you to download and organize any data you need seamlessly. Here's how:
1. From the dashboard click Donor management in the left sidebar.
2. Then click the download button located on the right side of the table's top bar.
Please Note: You can also customize the donor reports to include additional information. For instance, you can click the book icon in the top-right corner of the 'Donor Management' report toolbar to add columns and display all relevant donor contact information.
Done! You have successfully downloaded the CSV file from donor management.