To export data from Blackbaud eTapestry for migration to DonorDock, you can use eTapestry's Query and Report tools.
This guide focuses on exporting the two primary types of information typically needed for a migration:
Accounts, which contain your donor and contact information
Journal Entries, which contain gifts and other transaction information
For additional information about eTapestry account fields, you can also reference the eTapestry Account Fields documentation.
Export Account Information
Accounts contain the donor and contact records stored in eTapestry.
Create an Account Export Report
In eTapestry, navigate to Reports.
Select Custom Reports from the report categories.
Click New Report from the left menu.
Enter a recognizable report name, such as All Account Export.
From Account Fields, add the following fields to your report:
Account Number
Account Ref
First Name
Middle Name
Last Name
Persona Type
Short Salutation
Long Salutation
Address Line 1
Address Line 2
Address Line 3
City
State
Postal Code
Email
Phone - Fax
Phone - Mobile
Phone - Business
Phone - Home
Phone - Pager
Phone - Voice
Add any additional account fields containing information you want to retain during your migration.
Select Save and Run from the left menu.
For Query Category, select Base.
For Query, select All Accounts.
Run the report using the selected query.
Download the completed report as an Excel file.
Save the file somewhere you can easily locate when you are ready to import it into DonorDock.
💡 Tip: Keep fields such as Account Number and Account Ref in your export. Unique identifiers can be helpful when connecting records across multiple migration files.
Export Gift and Journal Information
Journal Entries contain gifts and other transactions associated with your eTapestry accounts.
Create a Journal Export Report
Navigate to Reports.
Select Custom Reports from the report categories.
Click New Report from the left menu.
Enter a recognizable report name, such as All Gift Export.
From Journal Fields, add the following fields:
Account Number
Account Ref
Campaign
Approach
Fund
Date
Gift Type
Journal Description
Non-Deductible Amount
Pledged
Received
Soft Credit Amount
Transaction Number
Tribute
Check Number
Type
Add any additional journal fields containing information you want to retain during your migration.
Select Save and Run from the left menu.
For Query Category, select Base.
For Query, select All Journal Entries.
Run the report using the selected query.
Download the completed report as an Excel file.
Save the file with your other migration files.
DonorDock does not have access to eTapestry or control over changes to its features, terminology, or export process. This guide is provided as a general resource to help you begin your migration. If the options available in your eTapestry account differ from those shown here, or you need assistance exporting additional information, you may need to contact Blackbaud for guidance.