General


 

Financial Export

Overview 

Financial Export allows you to see which Financial Accounting Softwares have Supported Export Types. From there, you can fill out export options and download reports.

Important Notes

  • For access to this feature, please reach out to your Client Success Manager as it may result in an additional fee.

Instructions

  1. Navigate to Financial > Financial Export
    civicrec_financial_financial_export.jpg

  2. View which Financial Accounting Softwares have Supported Export Types
    financial_export_export_options_2.jpg

  3. Click on a Supported Export Type to initiate the export process
    financial_export_select_export_2.jpg
    • Note: Each type will have different options you have to fill out.
  4. Once you fill out the options, click Download Export at the bottom
    financial_export_download_export_2.jpg
    • Note: Large imports may take time to generate. Please only click Download once. Subsequent clicks will restart the process.



I'd Like to Request an Enhancement

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Article Feedback

  • Avatar
    Quenten Bailey

    I would like to know what the eden export is exporting. What fields are they exporting and what format are they in?

  • Avatar
    Bill Houston

    A link to a File Layout needs to be included inside CivicRec and here.

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    Becca Drake

    Hello Quenten and Bill,

    Please reach out to your Client Success Manager for more information on this feature, as it is specific to your account. They will be happy to assist you!

    Thank you,

    Your Help Center Team