Exporting DonorPerfect Online for CiviCRM¶

• Table of contents
• Exporting DonorPerfect Online for CiviCRM
  • Terminology
  • Exporting Contact Data
  • Exporting Links (Relationships)

Terminology¶

Here is some DPO terminology converted to Civi terminology:
Gifts: Contributions
Links: Relationships
Contacts: Activities
Donor ID: Contact ID

Exporting Contact Data¶

Data on the "Main" and "Bio" tabs can be exported to CSV by going to DPO's Reports » Easy Report Builder. Full instructions are available on the NeonCRM site. You can also export Gifts, Contacts (Activities) and additional addresses from here.

Note that for option value (multiple choice/dropdown) fields, you can export the "Code" and/or "Description", which in CiviCRM correspond to the "Value" and "Label" of the option value.

Exporting Links (Relationships)¶

There is a pre-built report to do this - but it exports data in terrible shape.

• Go to DPO's Reports menu » Report Center.
• Click Listings in the left pane.
• Select Open next to the Relationship/Links List.

This report only exports to "Excel" - while it opens in Excel, it's actually an HTML table. It also contains data in a very difficult format to work in. See the Megaphone Tech Kettle Github repo for a transform that will convert these to a Civi-ready format.