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Export your giving from Subsplash

Export gifts from the Giving section of the Subsplash Dashboard.

Where: Subsplash Dashboard on the web, signed in with giving access

Steps

  1. 01

    Sign in to the Subsplash Dashboard.

  2. 02

    Open Giving in the side menu, then click Gifts.

  3. 03

    Set the date filter to cover the last 18 to 24 months. Leave the fund and method filters empty so you get every gift.

  4. 04

    Click Export. Subsplash downloads a CSV of the gifts that match your filters.

Good to know

Then upload it to Giving Steward

  1. In the app, open Data sources and choose to upload a CSV file.
  2. Pick the file you just downloaded. We'll guess which column is which, like gift ID, giver ID, amount and date.
  3. Check the matches, fix any that look wrong, and import. Uploading the same file again later updates your data instead of doubling it.
  4. Press Run agent at the top of the app to look for families who may need care.

Subsplash sometimes renames its menus. If a step doesn't match what you see, check Subsplash's own help article or contact us.

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