Glossary
Data Management

Exporting Data from a Nonprofit CRM

By: Alec Hollingsworth
Updated:  
July 16, 2025

Definition:

Exporting data from a nonprofit CRM means extracting key records into accessible file formats for analysis, reporting, or migration.
Exporting data from a nonprofit CRM refers to the process of extracting donor records, financial transactions, volunteer information, and other key data from a CRM (Customer Relationship Management) system used by nonprofits. This process typically involves converting data into accessible file formats such as CSV or Excel, enabling organizations to analyze, report, share, or migrate their information as needed. A well-designed CRM will provide flexible export options, allowing users to select specific fields, timeframes, or data segments. Reliable data export is critical for maintaining records, fulfilling compliance requirements, and ensuring data portability when changing systems or conducting in-depth analysis.

Key Takeaways

  • Data export enables flexible reporting and analysis.
  • Ensures data backup and compliance with regulations.
  • Supports migration to new CRM systems if needed.
  • Customizable exports increase efficiency and accuracy.

Why It Matters

Efficient data export ensures nonprofits can analyze, report, and back up critical information easily.

Real World Example

A community foundation uses its CRM to track donor contributions and event participation. At year-end, the development director needs to prepare a report for the board summarizing donor engagement and fundraising outcomes. By exporting relevant data from their nonprofit CRM into Excel, the team can create custom charts, analyze trends, and ensure all records are up to date for both internal use and external audits. This process also helps them prepare mailing lists and share accurate information with external consultants, demonstrating the importance of reliable data export functionality.

Frequently Asked Questions

Why would a nonprofit need to export data from its CRM?

Exporting data allows nonprofits to analyze trends, create reports, share information, and prepare for audits or data migrations.

What file formats are commonly used for CRM data exports?

CSV and Excel (XLS/XLSX) are the most common file formats, as they are widely compatible with analysis and reporting tools.

Is exporting data from Keela’s CRM easy?

Yes, Keela offers simple, customizable export options so users can quickly access and use their data outside the platform.

Can we choose specific fields to export?

Most nonprofit CRMs, including Keela, allow users to select which fields or data segments to export for more targeted reporting.

Related Terms

Accessibility Compliance
Automation Trigger in a Nonprofit CRM
Average Gift Size
Board Member Profile
Bounce Rate
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