To migrate data from Blackbaud Raiser’s Edge into DonorDock, you will need to export your constituent and gift information using Raiser’s Edge Query and Export tools.
This guide covers the recommended process and field selections for creating manageable CSV files to import into DonorDock.
What to Export
For a typical migration to DonorDock, we recommend exporting:
Constituent names and contact information
Gift history
Pledge information
Save exports as CSV files so your selected fields are included in a single file.
Adding significantly more fields than needed can result in very large or difficult-to-process export files. Start with the recommended fields below and add additional information only when it is important to your migration.
Before You Begin
Before creating your exports:
Consider creating a Query folder named DonorDockCRM to keep your migration queries organized.
Plan to include your entire constituent database, including inactive and deceased constituents, if you want to preserve historical records.
Use Static queries rather than Dynamic queries when possible to help improve export performance.
Export Constituent Information
Create the Constituent Query
Navigate to Query in Raiser’s Edge.
Create a new Constituent type query.
Leave the query criteria empty so your full database can be included.
Enable the available options to include:
Inactive constituents
Deceased constituents
Constituents with no valid address
Select Constituent Output Fields
When defining your query output, select the following fields from the Constituent record.
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
Contact Information
Available phone numbers
Available email addresses
Once your output fields are selected:
Run the query.
Save the query using a clear name, such as DonorDock All Records.
Export the results as a CSV file.
Make sure your export includes column headers that identify each field.
💡 Large database? Constituent exports may take some time to process depending on the size of your Raiser’s Edge database.
Export Gift and Pledge Information
Create the Gift Query
Navigate to Query.
Create a new Gift type query.
Leave the criteria empty if you want to export your complete gift history.
Select Gift 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
Once the fields are selected:
Run the query.
Save the query using a recognizable name.
Export the results as a CSV file.
Make sure the exported file includes column headers.
💡 Tip: Depending on the structure of your Raiser’s Edge data and export, identifiers may appear multiple times when records have related gift or payment information. Preserve these identifiers in your export because they can be useful when connecting records during migration.
Otto Tips
🧭 Export your full history: Including inactive and deceased constituents can help preserve historical giving information and reporting.
🛟 Keep your exports manageable: Start with the recommended field lists and only add additional fields that contain information you need to retain.
🌊 Allow time for larger exports: Large constituent and gift databases may take longer for Raiser’s Edge to process and export.
Please note: DonorDock does not have access to Blackbaud Raiser’s Edge 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 account differ from those shown here, or you need assistance locating or exporting data, you may need to contact Blackbaud for guidance.