Do you use DonorPerfect, Sumac or Silent Partner?

Generate a CanadaHelps donation and donor data report in a format that’s ready to upload to your CRM! It’s easy.

1. Add report:

Sign into your CanadaHelps charity account and go to the “Donations” area. Click “Custom Data Download” and then click “Add a CRM Report.” Select your CRM.

2. Generate report:

Set the date range you want to pull data for and then navigate to the report named after your CRM. Click “Generate.”

3. Import report:

Use the import feature in your CRM to upload the report. NOTE: If you have customized your CRM vendor’s default field names, use the CanadaHelps “Edit” feature to relabel or remove fields as needed.

Try it now

Salesforce, The Raiser’s Edge and Other CRMs