eTapestry provides several predefined exports, which enable you to export data from eTapestry to use in another software program. You can also create your own exports based on existing queries.
Note: Security queries and codes may restrict you from running some exports or viewing certain information. If you have questions about your security permissions, contact your administrator.
When you launch (or run) an export, you create a merge file that contains the exported data field from eTapestry. Save the file to your local drive and merge it with a variety of third-party word processing or spreadsheet applications.
Use these exports to export data for third-party accounting software. These exports generate in order by postal code. For more information, refer to Account Exports.
Annual Receipt Export
AddressFinder™ (NCOA®) or Mailhouse Export
Pledge Reminder Export
Tribute Notification Export
Use these exports to create files required by different banking systems to process payments. For more information, refer to Banking Exports.
SEPA Banking Export
Use these to export data to your accounting software. These exports generate in order by postal code. For more information, refer to Accounting Exports.
The Financial Edge Export
Tip: For information about how to use the exported data in third-party application, such as Microsoft Excel, refer to the help documentation for that software.