Procedure to create a Donor Report /Export in Blackbaud Sphere
O
Omatic Info
started a topic
about 8 years ago
We frequently get requests from our clients who are using Blackbaud Sphere about how to create a data file from Sphere for importing via ImportOmatic. One of our colleagues at Blackbaud has created a process document for clients that we are sharing. This document explains how to pull name, address, donation and tribute information from Sphere. We hope that this will help to pull the data you need from Sphere.
Note: All organizations may not have these exact custom fields.
If you have any specific questions about the exporting process or the fields you will have available, please contact Blackbaud Support.
Omatic Info
We frequently get requests from our clients who are using Blackbaud Sphere about how to create a data file from Sphere for importing via ImportOmatic. One of our colleagues at Blackbaud has created a process document for clients that we are sharing. This document explains how to pull name, address, donation and tribute information from Sphere. We hope that this will help to pull the data you need from Sphere.
Note: All organizations may not have these exact custom fields.
If you have any specific questions about the exporting process or the fields you will have available, please contact Blackbaud Support.