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


The Raiser’s Edge and Other CRMs