Downloading a List

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All Lists in Donorfy can be quickly and easily downloaded so that you can either create a mailing, use in a report, undertake further analysis, etc...

  • Expand the Results section of your List
  • Click the little cloud with the arrow inside it (left)
  • Then click Prepare Download (right):

Editing _ How to Download This Year's Donations - Google Chrome 2025-01-10 at 10.25.25 AM

 

The download will start to compile - a status bar will appear at the top of your screen:

Editing _ How to Download This Year's Donations - Google Chrome 2025-01-10 at 10.27.08 AM

To view the status, click on the description link 'Click here for status'

If the file has not finished compiling (large or complex Lists may take a while) it will inform you that it is still processing.

When it has finished it will display a download option for you to click on and download the file:

Editing _ How to Download This Year's Donations - Google Chrome 2025-01-10 at 10.28.41 AM

Select the Download button and this will transfer the file to your device - usually your Downloads area, though it may depend on how you have set up your computer defaults. 

Clicking Close will close the downloads box.

A record of the Download will also be available from your Home > My Downloads tab

Editing _ Switching to Standard Donorfy Look - Google Chrome 2025-01-10 at 10.31.51 AM

 

Please note

Where a List contains over 100K of records, it is advisable to split the List so that the number of contacts is sub 100K. This will help to prevent data timeouts.

 

 

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The Donorfy Academy features a learning course for Lists - enrol here

 

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