Migrating from eTapestry

To export your data from eTapestry you will use the Query and Report functions. These instructions will focus on exporting Accounts and Journals. Accounts are your donors and contacts and Journals are your gifts.

 
Reference: Etapestry Account Fields

Accounts

Start by creating a new "Report":

1. Go to Reports and click on "Custom Reports" in the report categories.

2. Click New Report from the menu in the left. 

3. Enter "All Account Export" for the report name.

4. Scroll down and the following fields to the report (Add any additional fields you would like transferred, and if there is a place to migrate the data to in DonorDock we will do so). These fields will be found in 'Account Fields':

   1. Account Number

   2. Account Ref

   3. First Name

   4. Middle Name

   5. Last Name

   6. Persona Type

   7. Short Salutation

   8. Long Salutation

   9. Address Line 1

   10. Address Line 2

   11. Address Line 3

   12. City

   13. State

   14. Postal Code

   15. Email

   16. Phone - Fax

   17. Phone - Mobile

   18. Phone - Business

   19. Phone - Home

   20. Phone - Pager

   21. Phone - Voice

5. Select ‘Save and Run' in the left menu.

6. For the query Category, choose 'Base'. For the Query, choose 'All Accounts'. your report with the query you selected.

7. Download the data as an Excel file

8. After downloading your data, use the DonorDock import tool to import your data into DonorDock.
   

Journal

Start by creating a new "Report":

1. Go to Reports and click on "Custom Reports" in the report categories.

2. Click New Report from the menu in the left. 

3. Enter "All Gift Export" for the report name.

4. Scroll down and the following fields to the report (Add any additional fields you would like transferred, and if there is a place to migrate the data to in DonorDock we will do so). These fields will be found in 'Journal Fields': 

   1. Account Number

   2. Account Ref

   3. Campaign

   4. Approach

   5. Fund

   6. Date

   7. Gift Type

   8. Journal Description

   9. Non-Deductible Amount

   10. Pledged

   11. Received

   12. Soft Credit Amount

   13. Transaction Number

   14. Tribute

   15. Check Number

   16. Journal Fields: Type

5. Select ‘Save and Run' in the left menu.

6. For the query Category, choose 'Base'. For the Query, choose 'All Journal Entries'. your report with the query you selected.

7. Download the data as an Excel file 

8. After downloading your data, use the DonorDock import tool to import your data into DonorDock.