Migrating from Salsalabs
Salsa CRM and Salsa Engage were nonprofit fundraising and constituent management products offered by Salsa Labs, which later became part of Bonterra.
If you are migrating historical data from Salsa to DonorDock, you can export your supporter and transaction information as CSV files and import them into DonorDock.
Exporting Data from Salsa Engage
Export Supporter Information
To export your supporter or constituent records from Salsa Engage:
Log in to your Salsa Engage account.
Select Supporters from the left navigation menu.
Click Manage Exports.
Click + Create an Export.
On the Create Export page, select Export Everyone.
Click Run Export Now!.
Once the export has finished processing, click Export Results.
Download the resulting CSV file to your computer.
Export Transaction Information
To export your transaction or donation data from Salsa Engage:
Log in to your Salsa Engage account.
Select Transactions from the left navigation menu.
Click Manage Exports.
Click + Create an Export.
Under Setup, enter a recognizable name for the export.
Select your Export Criteria.
Use the date field to determine which transactions should be included.
For a complete migration, select a date range of All.
Review the Export Record Count to confirm the number of records included.
Choose whether to run the export immediately or schedule it for a later time.
Once the export has finished processing, download the CSV file to your computer.
Exporting Data from Salsa CRM
Export Supporter Information
To export your constituent records from Salsa CRM:
Log in to your Salsa CRM account.
Select Supporter Query/Export.
Select My Entire List.
Click Export to Email Address.
Salsa CRM will generate an export containing the basic contact information for the constituents in your database and send it to the selected email address.
Export Donation Information
To create a report containing your donation history:
Log in to your Salsa CRM account.
Select Reports from the top navigation menu.
Create a new report.
On the Properties tab, select Standard Report.
On the Columns tab, add the following fields:
Supporter KEY
Transaction Date
Form Of Payment
First Name
Last Name
Amount
Source Tracking Code
Recurring Donation KEY
Donation Tracking Code
Tracking Code
Thank You Sent
Date Entered
Note
In Honor Name
In Memory Name
Run the report and export the results as a CSV file.
Keep the Supporter KEY in your Salsa exports whenever it is available. This identifier can be used to connect supporter records with related transactions across separate export files.
Mapping Salsa Data to DonorDock
Use the following mapping information as a reference when preparing Salsa data for import into DonorDock.
Not every Salsa field has a direct equivalent in DonorDock. Some fields may be left unmapped, while others may be retained using options such as Gift Tags, custom fields, or other available DonorDock fields.
Salsa Field | Description | DonorDock Field |
|---|---|---|
Donor Id | Unique identifier assigned to the donor or record | Account Number |
Donor External Id | Identifier assigned by an external CRM system | N/A |
First Name | Contact's first name | First Name |
Middle Name | Contact's middle name | Middle Name |
Last Name | Contact's last name | Last Name |
Address Line 1 | First line of mailing address | Address Line 1 |
Address Line 2 | Second line of mailing address | Address Line 2 |
City | Mailing address city | City |
State | Mailing address state | State or Province |
Zip | Mailing address ZIP or postal code | Postal Code |
Country | Mailing address country | Country |
Country Code | ISO 3166 two-letter country abbreviation | N/A |
Activity Summary Id | Unique identifier assigned to the transaction activity | N/A |
Activity Form Name | Name of the Salsa Engage form that generated the transaction | N/A |
Activity Form ID | Unique identifier for the activity form | N/A |
Activity Total Amount | Total amount associated with the activity | N/A |
Activity Type | Indicates whether the transaction was one-time or recurring | No direct field. A Gift Tag may be used to identify recurring gifts |
Activity Created Date | Date the activity was created in Salsa | N/A. DonorDock creates its own record creation date |
Fund Name | Fund associated with the transaction | Fund |
Appeal Name | Appeal associated with the transaction | Appeal |
Campaign Name | Campaign associated with the transaction | Campaign |
Designation | Gift designation submitted by the supporter | N/A |
Dedication Type | Indicates whether a tribute was made in honor or in memory of someone | Tribute Type |
Dedication | Message associated with the tribute | Tribute Message |
Notify | Person to notify regarding the tribute | Dedication Contact Name |
Transaction ID | Salsa transaction identifier | N/A |
Transaction Reason | Type of transaction, such as Donation or Event Ticket | Gift Type |
Transaction Reason Name | Name associated with the transaction type, such as an event ticket name | N/A |
Transaction Timestamp | Date and time the transaction was successfully submitted | Gift Date |
Payment Gateway | Payment gateway that processed the transaction | N/A |
Transaction PNREF | Transaction identifier assigned by the payment gateway | Transaction ID |
Transaction Amount | Amount of the transaction | Gift Received Amount |
Transaction Fees Paid | Processing fees associated with the transaction | Fee Amount |
Transaction Deductible Amount | Tax-deductible portion of the transaction | N/A |
Account Type | Payment account type, such as Credit Card or Other | Payment Type |
Account Provider | Credit card provider or card type | N/A |
DonorDock does not have access to Salsa CRM, Salsa Engage, or control over changes to their features, terminology, or export processes. 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 accessing or exporting historical Salsa data, you may need to contact Bonterra for additional guidance.