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Exporting DonorPerfect Online for CiviCRM » History » Revision 1

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Jon Goldberg, 08/01/2017 07:10 PM


Exporting DonorPerfect Online for CiviCRM

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.

Updated by Jon Goldberg over 6 years ago · 1 revisions