Megaphone Commons

# Exporting DonorPerfect Online for CiviCRM

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## 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](https://support.neoncrm.com/hc/en-us/articles/218530457-Exporting-Data-from-DonorPerfect) 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](https://github.com/MegaphoneJon/civicrm_kettle_transforms/tree/master/donorperfect) for a transform that will convert these to a Civi-ready format.