Export your Data from your current or previous system into NonprofitCore. There are automatic ways to migrate your data from another software into NonprofitCore.
PayPal
PayPal provides a transaction history page where you can view and export your data in .csv format. You can access this page by logging into your account and going to the Activity section.
QuickBooks
QuickBooks Online
Change to Accountant View from Business View
- Click the gear icon in the top right corner.
- At the bottom of the pop-up, click Change to Accountant View.
Assign Account Numbers
- Click the gear icon in the top right corner.
- Under Your Company, click Account and Settings.
- Click Advanced in the left-side menu.
- Enable account numbers within the Chart of Accounts section and check the Show Account Numbers box.
- Navigate to the Chart of Accounts.
- Click the pencil icon in the top right to edit the Chart of Accounts.
- Enter an account number for each account.
Required Reports to Export
Once you have finished setting up your QuickBooks Online for exporting data, you will need to export the following reports from the respective menus. Most reports follow the steps detailed in Export reports, lists, and other data from QuickBooks Online. Any reports that do not follow those steps have the exception noted below.
- Chart of Accounts Export - Located within the Lists area. Once you have exported this report, you will need to add the columns listed below.
- Category - Fill this column in with either Assets, Liabilities, Net Assets, Revenue, or Expenses to categorize the account.
- Bank Account - Fill this column in with either True or False to denote whether or not the respective account is a Bank Account.
- Program Export - Located within the Lists area under Classes.
- Journal Entry Export - Located within the Reports area. Additional detailed information on exporting the Journal Entry report can be found in Print a journal entry report in QuickBooks Online.
- Beginning Balance Export - Located within the Reports area under Trial Balance in the Search.
- Trial Balance Export for Validation - Located within the Reports area under Trial Balance in the Search. Make sure the report period dates are set to custom and have both the start and end dates set to the last day of the period.
Optional Reports to Export
The following reports are optional to export but can be beneficial when migrating your data into NonprofitCore. They follow the same procedures as the required reports do.
- Vendor List - Located within the Reports area under Vendor Contact List in the Search.
- Customer List - Located within the Reports area under Customer Contact List in the Search.
- Employee List - Located within the Reports area under Employee Contact List in the Search.
- Product/Services List - Located within the Lists area under Products and Services.
QuickBooks Desktop
Your data can also be exported from QuickBooks Desktop; however, it is recommended that you follow the instructions listed for QuickBooks Online. Learn how features and data move from QuickBooks Desktop to QuickBooks Online contains additional information on how the two compare.
Square
Square allows you to export your data in either .csv or .xlsx format through the dashboard by going to the Reports section and selecting the data you want to export.
Stripe
Stripe provides two options for exporting data. One is by using the API and the other through the dashboard.
Bloomerang
The steps below provide guidance on exporting your data from Bloomerang.
- Click Settings.
- Click View All Settings.
- Click Edit on the Organization tile.
- In the Database Export pane, click Create New Export. The export may take many minutes to finish.
Most of your data is exported with the above method. However, email and letter templates and their data are not, and neither are engagement scores.
Your data is exported in a .zip file. Inside are .csv files for each of the following data types:
- Accounts
- Addresses
- Appeals
- Campaigns
- Custom Fields
- Donations
- Email interests
- Email addresses
- Funds
- Households
- Interactions
- Notes
- Phone numbers
- Pledge payments
- Pledges
- Transaction data
- Recurring donation payments
- Recurring donations
- Refunds
- Relationship roles
- Relationships
- Soft credits
- Tasks
- Transaction processor accounts
- Tributes
- Users
DonorPerfect
DonorPerfect provides an option to export your data using the Listings feature.