To upload your gift history to Avid, export one row per gift from your CRM as a CSV file, then upload it in Avid under Settings → Files → Upload a New File. Avid needs four columns: Account ID, Transaction ID, Date and Amount.
Bring your own data
Your giving history in Avid, in three steps
Your CRM already holds every gift. Export them as one file and Avid can start benchmarking, segmenting and finding your next best donors. There is no integration to set up and no API keys to find.
One row per gift Four required columns CSV, TXT, XLSX, XLS or ZIP
Before you start
This table shows what you need to export and upload a gift file.
| In your CRM | A login that can view and export gifts, donations or transactions. |
|---|---|
| In Avid | Edit access to Connections, so you can upload files. |
| Time | About 10 to 15 minutes for most CRMs, plus upload time for large files. |
What Avid needs in your gift file
A gift file is a spreadsheet of your donations with one row for each gift. Your CRM may call these gifts, donations, transactions or opportunities. Column names do not need to match exactly. After you upload, Edna suggests column mappings for you to review.
Account ID
The donor's ID in your CRM, such as a constituent, contact or account ID.
Example: A100013
Transaction ID
The gift's own unique ID.
Example: TXN-0000001
Date
The date of the gift.
Example: 2021-11-01
Amount
The gift amount.
Example: 30.00
Optional columns that sharpen the analysis
Channel: how the gift came in, such as online, direct mail or events.
Subchannel: a finer split of the channel.
Appeal Code and Appeal Description: the appeal, campaign or segment the gift responded to.
Is Recurring: whether the gift is part of a recurring or monthly gift.
Include every gift you consider revenue, for the full life of your organization if you can. If that is not possible, include at least 7 full fiscal years plus the current fiscal year to date.
Step 1 Pick your CRM for step-by-step export instructions
Choose your CRM to see where to click, which columns to include and how each column matches Avid's fields. There is a guide for each of the 10 CRMs below, plus one for any other system.
Export gifts from Virtuous CRM
Where to click
- Open Gifts. Sign in to Virtuous and click Gifts.
- Open the full gift list. Click All Gifts.
- Start the download. In the top right corner, click Actions, then Download.
-
Select the columns. Select these 11 columns:
Gift Id,Gift Date,Gift Type,Segment,Amount,Segment Code,Communication Channel,Campaign,Form Name,Contact IdandContact Type. - Download the file. Click Download and save the CSV file to your computer.
Columns to include, and the Avid field each one matches
| Column in Virtuous | Avid field |
|---|---|
Gift Id |
Transaction ID Required |
Contact Id |
Account ID Required |
Gift Date |
Date Required |
Amount |
Amount Required |
Communication Channel |
Channel |
Segment Code |
Appeal Code |
Segment |
Appeal Description |
Gift Type |
Optional extra |
Campaign |
Optional extra |
Form Name |
Optional extra |
Contact Type |
Optional extra |
If you have a large volume of gifts, you may need to split the export into two files by filtering by date. Use date ranges that do not overlap, then upload both files to Avid.
Next, check your file, then upload it to Avid.
Export gifts from Bloomerang CRM
Where to click
- Start a transaction report. Sign in to Bloomerang. Click Reports, then New Report. Choose Transaction (Start From Scratch) and click Start Report.
- Keep only gifts you received. Filter Type to Donation, Pledge Payment and Recurring Donation Payment. This leaves out pledges, schedules and soft credits, so no gift is counted twice.
-
Add the columns. Click Columns and include
Account Number,Transaction Number,Date,Amount,Type,Appeal,Campaign,FundandMethod. - Export the report. Click More, then Export. Choose CSV and click Export.
Columns to include, and the Avid field each one matches
| Column in Bloomerang | Avid field |
|---|---|
Transaction Number |
Transaction ID Required |
Account Number |
Account ID Required |
Date |
Date Required |
Amount |
Amount Required |
Appeal |
Appeal Description |
Type |
Optional extra |
Campaign |
Optional extra |
Fund |
Optional extra |
Method |
Optional extra |
A gift split across funds appears as one row per fund, and each row has its own Transaction Number. That is expected. In the Type column, Recurring Donation Payment marks recurring gifts.
Next, check your file, then upload it to Avid.
Export gifts from DonorDock
Where to click
- Create a gift report. Sign in to DonorDock. Click Reporting, then Reports. Click Create and choose Gift Report.
- Include every gift you received. Set Gift Date to Any. In Gift Status, remove Pledged so only received gifts remain.
-
Run the report and check its columns. Click Run Report. Open the report's columns and make sure it shows the gift ID, the donor's ID, the gift date, the amount,
Campaign,Appeal,FundandPayment Type. - Export the report. Click Export in the upper right and choose CSV.
Columns to include, and the Avid field each one matches
| Column in DonorDock | Avid field |
|---|---|
Gift ID |
Transaction ID Required |
| Donor ID | Account ID Required |
Gift Date |
Date Required |
| Gift Amount | Amount Required |
Appeal |
Appeal Description |
Campaign |
Optional extra |
Fund |
Optional extra |
Payment Type |
Optional extra |
Use a Gift Report, not Giving Summary. Giving Summary adds each donor's gifts into one row, and Avid needs one row per gift.
Next, check your file, then upload it to Avid.
Export gifts from DonorPerfect
Where to click
- Open Export to File. Sign in to DonorPerfect. Click Reports, then Report Center. Open the Listings folder and choose Export to File.
-
Choose gift transactions. Set Export type to Gift/Pledge Transactions. Click Set Selection Filter and build a filter that keeps record type
G(gifts). This leaves out pledges, soft credits and the summary row of a split gift. - Keep every donor in the file. Turn on Include No Mail Names. Without it, gifts from donors marked as no mail are left out.
- Export the file. Choose an Export Template that includes the fields below, then click Export to File. A large export can run in the background. When it is ready, find it under Reports > My Downloads.
Columns to include, and the Avid field each one matches
| Column in DonorPerfect | Avid field |
|---|---|
gift_id |
Transaction ID Required |
donor_id |
Account ID Required |
gift_date |
Date Required |
amount |
Amount Required |
solicit_code |
Appeal Code |
sub_solicit_code |
Optional extra |
campaign |
Optional extra |
gl_code |
Optional extra |
gift_type |
Optional extra |
The names below are DonorPerfect's field names. The column headings in your file may use longer labels for the same fields.
Next, check your file, then upload it to Avid.
Export gifts from HubSpot
Where to click
- Open your deals. Sign in to HubSpot and go to CRM > Deals. Open the view that lists all deals. If you also track pledges or open deals, filter the view to the donations you have received.
- Start the export. In the top right of the table, click Export. Set File format to CSV.
- Include each donor's contact ID. Click Customize. Under Properties included in export, choose All properties and associations on records. This adds a column with the record ID of the contact linked to each deal.
- Export and download. Click Export. HubSpot emails you a download link. A file over 2 MB arrives as a .zip file, which you can upload to Avid as it is.
Columns to include, and the Avid field each one matches
| Column in HubSpot | Avid field |
|---|---|
Record ID |
Transaction ID Required |
| Associated contact IDs | Account ID Required |
Close date |
Date Required |
Amount |
Amount Required |
Do not skip step 3. The default export includes only the columns in your view, so the file would have no donor ID. The download link in the email expires after 30 days.
Next, check your file, then upload it to Avid.
Export gifts from NationBuilder
Where to click
- Open Finances. Sign in to your NationBuilder control panel and open Finances.
- Open Exports. Go to More, then Exports.
- Export your transactions. Select Export all financial transactions.
- Download the file. NationBuilder takes you to a list of your exports. When the export finishes, click its name in the file column to download the CSV file.
Columns to include, and the Avid field each one matches
| Column in NationBuilder | Avid field |
|---|---|
| Donation ID | Transaction ID Required |
| Donor's signup ID | Account ID Required |
| Date the donation succeeded | Date Required |
| Amount | Amount Required |
| Tracking code | Appeal Code |
NationBuilder chooses the columns for you, and this export also includes invoices and expenditures. To export donations only, filter your financial transactions to donations first, then choose Export from the Actions menu.
Next, check your file, then upload it to Avid.
Export gifts from Neon One
Where to click
- Create a Donation Detail Report. Sign in to Neon CRM. Go to Reports and select New Report. On the Fundraising tab, select Donation Detail Report, then Create Report.
- Leave out pledges. Select Edit Criteria. If you record pledges, add a criterion that keeps donations and pledge payments and leaves out the pledges themselves, so no gift is counted twice. Then select Load Criteria.
- Choose the columns. Select Edit Columns. Move the columns below from Available Columns to Selected Columns, then select Select Columns.
- Run and export the report. Select Run Report, then Export Results, and choose the CSV file option.
Columns to include, and the Avid field each one matches
| Column in Neon | Avid field |
|---|---|
| Donation ID | Transaction ID Required |
| Account ID | Account ID Required |
Donation Date |
Date Required |
Donation Amount |
Amount Required |
| Campaign | Appeal Description |
Donation Type |
Optional extra |
| Fund | Optional extra |
If a report has 80,000 or more results, Neon leaves custom field data out of the export. Avid does not need custom fields for a gift file.
Next, check your file, then upload it to Avid.
Export gifts from Raiser's Edge NXT
Where to click
- Open Query. Sign in to Raiser's Edge NXT. Open Analysis and choose Query.
- Start a gift query. Click New query. Under Query type, choose Gift. Under Query format, choose Dynamic. Click OK.
- Keep only gifts you received. On the Criteria tab, filter by gift type so the results include money you received, such as one-time gifts, pledge payments and recurring gift payments. Leave out pledges and recurring gift schedules, so no gift is counted twice.
- Choose the output fields. On the Output tab, add the gift's system record ID, the constituent ID, the gift date, the gift amount, the gift type, the appeal and the fund.
- Export the results. Click Export, enter a file name and choose CSV. The export runs in the background. Download the file from the notification when it is ready.
Columns to include, and the Avid field each one matches
| Column in Raiser's Edge NXT | Avid field |
|---|---|
Gift System Record ID |
Transaction ID Required |
| Constituent ID | Account ID Required |
| Gift Date | Date Required |
| Gift Amount | Amount Required |
| Appeal ID | Appeal Code |
| Appeal Description | Appeal Description |
| Gift Type | Optional extra |
| Fund Description | Optional extra |
Add only one-per-gift fields to the output. A field that can hold several values for one gift can repeat that gift on more than one row.
Next, check your file, then upload it to Avid.
Export gifts from Salesforce
Use this guide if your gifts are stored as Opportunities, as they are in the Nonprofit Success Pack (NPSP).
Where to click
- Start an Opportunities report. Sign in to Salesforce. Open the Reports tab and click New Report. Choose the Opportunities report type and click Start Report.
- Show every gift you received. Open Filters. Set Show Me to All Opportunities. Set Opportunity Status to Closed Won. Set Date Field to Close Date and Range to All Time.
-
Add the columns. Open Outline. Under Columns, use Add column to add
Opportunity ID,Account ID,Close Date,AmountandPrimary Campaign Source. - Export the details. Click Run. Click the arrow next to Edit, then Export. Choose Details Only, set Format to Comma Delimited .csv and click Export.
Columns to include, and the Avid field each one matches
| Column in Salesforce | Avid field |
|---|---|
Opportunity ID |
Transaction ID Required |
Account ID |
Account ID Required |
Close Date |
Date Required |
Amount |
Amount Required |
Primary Campaign Source |
Appeal Description |
Choose Details Only, not Formatted Report. A formatted report keeps the report's layout and stops at 100,000 rows. A Details Only export as .csv has no row limit.
Next, check your file, then upload it to Avid.
Export gifts from Salesforce Nonprofit Cloud
Use this guide if your gifts are stored as Gift Transactions in Nonprofit Cloud.
Where to click
- Start a Gift Transactions report. Sign in to Salesforce. Open the Reports tab and click New Report. Choose your report type for Gift Transactions and click Start Report. If you do not see one, ask your Salesforce admin to create a report type for the Gift Transaction object.
- Show every gift you received. Open Filters. Set the date range to All Time and filter Status to Paid.
-
Add the columns. Open Outline. Under Columns, use Add column to add the gift transaction's record ID, the donor's account ID,
Transaction Completion Date,Current Amount,CampaignandOutreach Source Code. - Export the details. Click Run. Click the arrow next to Edit, then Export. Choose Details Only, set Format to Comma Delimited .csv and click Export.
Columns to include, and the Avid field each one matches
| Column in Nonprofit Cloud | Avid field |
|---|---|
| Gift Transaction ID | Transaction ID Required |
| Donor account ID | Account ID Required |
Transaction Completion Date |
Date Required |
Current Amount |
Amount Required |
Outreach Source Code |
Appeal Code |
Campaign |
Appeal Description |
Leave gift designations out of the report. A gift split across designations has one designation row per split, so adding them repeats the gift on more than one row.
Next, check your file, then upload it to Avid.
Export gifts from another CRM
Where to click
- Open your list of gifts. In your CRM, open the list or report of gifts, donations or transactions. Choose one that shows one row per gift, not one row per donor.
- Include your full history. Set the date range to all gifts, or to as many years as your CRM allows.
- Choose the columns. Include the donor's ID, the gift's ID, the gift date and the gift amount. Add channel, appeal and recurring columns if you have them.
- Export the file. Export or download the results as a CSV file.
Columns to include, and the Avid field each one matches
| Column in your file | Avid field |
|---|---|
Account ID |
Account ID Required |
Transaction ID |
Transaction ID Required |
Date |
Date Required |
Amount |
Amount Required |
Channel |
Channel |
Subchannel |
Subchannel |
Appeal Code |
Appeal Code |
Appeal Description |
Appeal Description |
Is Recurring |
Is Recurring |
Building a file by hand? Start from the gift file template (CSV). It has every column name Avid looks for.
Next, check your file, then upload it to Avid.
Step 2 Check your file before you upload
Before you upload, confirm the export has what Avid needs.
- The first row holds the column names.
- Every row after that is one gift. There are no subtotal or total rows.
- There is a column for each required field: Account ID, Transaction ID, Date and Amount.
- Each gift has its own Transaction ID.
Step 3 Upload your gift file to Avid
Where you upload depends on whether you are signing up or already use Avid.
If you are signing up for Avid
- Go back to the Connect step of signup, where you chose to upload a file.
- Drag your gift file onto the upload box, or click it and choose the file.
- Review the column matches Edna suggests, then start the import.
If you already use Avid
-
Click the gear icon in the left navigation to open Settings, then open Files.
You see the Total Files and Last Upload cards and the Upload a New File box.
-
Drag your gift file onto Upload a New File, or click or browse your computer and choose the file.
The upload starts right away and the file appears in your list of files.
-
Edna suggests column mappings for you to review. The on-screen message is "Edna is working to suggest column mappings". Confirm or change the matches by following Map and update connection data in Avid.
When the mapping is set up, Avid adds the gifts from your file to your data.
Avid accepts .csv, .txt, .xlsx, .xls and .zip files. Each worksheet in an Excel file becomes its own file in Avid, and each file inside a .zip file is processed on its own.
Questions about gift files
How many years of gifts should I include?
Include your full giving history if you can. If not, include at least 7 full fiscal years plus the current fiscal year to date, so Avid can compare years and spot trends.
My export is too large for my CRM. What should I do?
Split the export by date. For example, export one file for older gifts and one for recent gifts, then upload both files to Avid. Make sure the date ranges do not overlap, so no gift appears twice.
Can I upload an Excel file instead of a CSV file?
Yes. Avid accepts .xlsx and .xls files and turns each worksheet into its own file. A CSV file is the simplest choice when your CRM offers both.
I see "You do not have privileges to upload files." What does that mean?
Your Avid user cannot edit Connections. Ask an Avid admin on your team to give you edit access to Connections, or to upload the file for you.
Can Avid connect to my CRM directly instead?
Many CRMs can connect to Avid so your gifts sync automatically. See Connect an integration.