Account Exports
Account exports are standard eTapestry exports that provide account information in a format that is ready to use outside in another application for imports. Review this section for information about each standard account export type and the fields each contains.
Annual Receipt Export
Use this export to send your constituents a pledge amount statement. This export is also useful for tax purposes.
|
Name and address |
Short salutation |
Long salutation |
Envelope salutation |
|
Date |
Fund |
Pledge amount |
Amount received |
|
Total for pledged amount |
Total for received amount |
Non-deductible amount |
Total non-deductible amount |
AddressFinder™ (NCOA®) or Mailhouse Export
Use this export to create and send a data file with fixed length fields to a mailhouse vendor . You can print the file layout or you can import it into your third-party program.
|
Name |
Address 1 |
Address 2 |
Address 3 |
|
Address 4 |
City |
State |
Zip code |
|
Country |
Short salutation |
Long salutation |
Account ID |
|
Sort key |
|
Pledge Reminder Export
This export creates a list of late pledge payments for accounting purposes or you can use the data fields in a pledge reminder to notify constituents of past due pledges.
|
Pledge |
Date |
Pledge |
Amount |
|
Pledge |
Balance |
Date of next payment |
Amount of next payment |
|
Fund |
Long salutation |
Relationship Export
Use this export to view relationships between accounts.
|
Account ID |
Account name |
Account address block |
Account short salutation |
|
Account long salutation |
Account phone |
Account email |
Account note |
|
Account contact name |
Account job title |
Account envelope salutation |
Account sort name |
|
Related name |
Related address block |
Related short salutation |
Related long salutation |
|
Related phone |
Related email |
Related note |
Related contact name |
|
Related job title |
Related envelope salutation |
Related sort name |
Account relationship type |
|
Related relationship type |
Relationship start date |
Relationship end date |
Relationship notes |
|
Relationship matching account |
Relationship matching account text |
Tribute Notification Export
Use this export to track or print a letter that identifies who gave gifts for a tribute account.
|
Tribute name |
Notificant name |
Address block for donor |
Address block for notificant |
|
Short salutation |
Long salutation |
Donor name |
Pledge date |
|
Fund |
Pledged amount |
Received amount |
Total amount pledged |
|
Total amount received |
|