Many clients are transferring their GiftTool data to an
external database, such as the history of all online & recurring
donations, event registrations, pledges, memberships and/or shop
orders. To make it easy for you, GiftTool has created a variety of
ways to simplify data management.
You can automatically transfer your GiftTool data through data
sharing with FundRaiser
Software or to your custom program using the GiftTool API.
For users of Raiser’s Edge version 7, you can generate import
files for Raiser’s Edge
within your GiftTool account.
For all other databases, you can generate a Custom Orders report with the
necessary data, establishing the order that the columns should appear.
Then just save the Excel spreadsheet as a CSV file for importing into
your external database.
To reconcile the money deposited in your bank account, generate a
Journal Report for credit
cards transactions only.