How to export data from RaiseNow Hub?

RaiseNow Hub allows you to export your data as a CSV or XLSX (Excel) file. You can tailor your export by applying selection filters and even create your own custom preset of data columns.

Step 1 - Select the type of data you'd like to export

Navigate to the transaction list you would like to export. You can export from the following sections:

• Donations & Payments → Transactions
• Donations & Payments → Subscriptions
• Payouts → Payouts (for Swiss organisations only)

If you would like to apply filters, do so now. The exported data will reflect the filters you have applied.

Export files are limited to 10,000 records Use filters to reduce your selection if needed.

 

Step 2 - Configure your data columns

Click the Export button above the transaction list as indicated in the image above. You now have two options for exporting data columns.

1. Standard selection
   This is the default export option with fixed data columns and column structure. The list of columns is shown below in Exportable Data.

2. Custom selection
   To create your own column selection and structure, select 'Custom selection'.
   
   

1. • Use the left panel to check/uncheck data columns to include. You can also use the search bar to find specific data columns by name.

   • Use the right panel to drag and reorder the column structure. (Top to bottom = first to last).

   • Click Save to save your selection as a Preset and continue with the export.

Step 3 - Choose file format

Select your preferred file format - CSV or XSLX. 

If you would like to include Test Transactions in your export, you can enable the toggle now.

Click Export. Your exported file will be downloaded to your device.

Exporting Advanced Parameters

By checking “Include Advanced Parameters”, all available RaiseNow and Custom Parameters will be added as additional columns at the end of your export file. These columns cannot be configured or reordered.

Only parameters that exist for the selected transactions will be included. This means your export file structure may vary each time - depending on which transactions are selected and what parameters they contain.

Example

Let’s say John runs a year-end campaign using a Donation Form widget. During December, each transaction includes a Custom Parameter: custom_parameters.{yearend}

If John exports transactions from December, this parameter will appear in the Advanced Parameters section of the file.

However, if he exports data in January - excluding those December transactions - the {yearend} custom parameter may no longer be present. As a result, the related column will not appear in that export.

Why this matters

When importing export files into a CRM or another external system, the inconsistency in column structure can lead to errors or mismatches. We strongly recommend caution when syncing exported files with external systems such as clubsoftware.

Exportable Data

The tables below show the data column structure used in Standard selection exports. A complete list of data columns available for Custom selection exports is provided at the end.

Standard Selection - Transactions

*Available only when Stripe is activated as a payment provider

Standard Selection - Subscriptions

Standard Selection - Payouts

Only available for Swiss customers