To migrate data from Blackbaud Raiser’s Edge into DonorDock, you will need to export constituent and gift data using Blackbaud’s Query and Export tools. This guide outlines the recommended process and field selections to help ensure a clean, manageable export for importing into DonorDock.
Exports should be saved as CSV files so all selected fields are included in a single file. Adding more fields than recommended may result in large or difficult-to-process export files.
What to Export
This guide covers exporting the most commonly used data from Raiser’s Edge:
Constituent name and contact information
Gift and pledge information
Steps at a Glance
Create a query folder in Raiser’s Edge
Build a constituent query and export it to CSV
Build a gift query and export it to CSV
Import the files into DonorDock
Full Navigation Steps
Before You Begin
We recommend the following preparation steps:
Create a Query Folder in Raiser’s Edge named DonorDockCRM to keep all migration queries organized
Plan to export your entire database, including inactive and deceased constituents
Use Static queries rather than Dynamic queries to improve export performance
Step 1: Export Constituents
Navigate to the Query section in Raiser’s Edge
Create a new Constituent type query
Leave the criteria empty
Enable options to include:
Inactive constituents
Deceased constituents
Constituents with no valid address
Select Output Fields
Define the query output to include the following fields from the Constituent record only:
Identification and Name
System Record ID (CnBio_System_ID)
Constituent ID (CnBio_ID)
Import ID
Sort Name
Key Indicator
Last Name
First Name
Organization Name
Middle Name
Maiden Name
Nickname
Title 1
Suffix 1
Birth Date
Deceased
Anonymous
Addressee and Salutation
Primary Addressee
Primary Salutation
Preferred Address
Address Line 1
Address Line 2
City
State
ZIP
Country
Type
Spouse and Contact Information
Any available Phone numbers
Email addresses
Run the query
Save it using a clear name such as DonorDock All Records
Export the results to a CSV file
Ensure column headers are included and reflect the actual field names
Large databases may take time to export.
Step 2: Export Gifts and Pledges
Create a new Gift type query
Leave the criteria empty
Select Output Fields
From the general Gift area, select the following fields:
System Record ID (Gf_Gift_ID)
Constituent ID
Anonymous
Fund
Appeal
Campaign
Check Date
Check Number
Currency Amount
Date First Pay
Gift Amount
Gift Date
Gift Subtype
Gift Type
Tribute Type
Tribute Description
Installment Frequency
Payment Method
Reference
Run and save the query
Export the results to a CSV file
It is normal for the System Record ID to repeat across rows since each gift creates a separate record.
Step 3: Share files with DonorDock team for mapping assistance or Import into DonorDock
Once your CSV files are exported:
You may use the DonorDock Import Tool to upload your constituent and gift data
or
Upload your files for mapping review by DonorDock Team member
Otto Tips
🧭 Export everything once: Including inactive and deceased records helps preserve historical data and reporting accuracy.
🛟 Keep files manageable: Stick to the recommended field lists to avoid oversized export files.
🌊 Expect longer export times: Large databases may take time to process, especially for gifts.
DonorDock does not have access to Blackbaud systems or documentation updates. This guide is provided as a starting point for your migration. If you encounter issues exporting data or locating fields in Raiser’s Edge, you may need to contact Blackbaud support for assistance.
