Export Builders¶
Export Builders allow creating and managing data [[exports]] from Evergiving to external systems, such as CRMs or reporting tools.
Key Features¶
| Feature | Description |
|---|---|
| Scheduling | Immediate or scheduled exports |
| Custom Data Selection | Select and filter account data |
| No IT Required | Non-technical user-friendly |
| Data Transformations | Format data with built-in tools |
| Multi-Row CSV Exports | Create multiple rows per record |
| XML Exports | Transform XML with custom stylesheets |
Security¶
- PCI Level 1: Secure export infrastructure.
Use Cases¶
| Use Case | Description |
|---|---|
| CRM Integration | Send pledge and donor data automatically |
| Reporting | Export to Google Data Studio or dashboards |
| Data Backup | Schedule regular data backups |
Export Builders offer flexibility in data export timing and conditions, providing efficient and reliable management of data exports. They require no specialized IT support, as they handle underlying complexities and infrastructure requirements. XML exports can be customized using XSLT stylesheets, and tools like xsltproc can assist with transformations. Data transformations, such as regular expressions and complex calculations, are also supported for more precise export formatting.