Migrating from Kindful

Reports in Kindful may be exported to CSV for easy importing into DonorDock. Kindful offers 13 standard reports to pull information as well as allows custom reports to be created and exported to CSV. It is important when exporting gift information from Kindful that the report includes individual gift information, such as gift date, gift amount, etc.

To Create a Custom Report in Kindful

1. Login to your Kindful account

2. Navigate to your Contacts or Activities page and apply filters to your list

   • Selecting the white bar below the gray Basic Search area will allow you a view of the full list of filters available. Potential filters will appear when you click on the bar, or you may begin typing in the name of a filter to apply

   • When you find the filter you want (when typing), select it from the drop down menu

   • You may combine together a series of these as And's or Or's, and even undo certain parts of the string while keeping it there for easy comparisons

   • You may also use the Basic Search area at the top of the page

3. Once the filters have been applied to your list, click the Create a Report option in the right sidebar

4. A window titled Create Report will appear. Provide a title, choose the layout (portrait or landscape), and select the Activity Fields (columns) and Contact Fields (columns) that will show on the report

5. Preview the report and then Export to CSV