Once a month we do an export of our members and import them into our CRM database. We do this for two reasons:
- So we have a back up our members locally.
- We run queries against donations made by email and name (we are a non-profit), and based on profile questions answer, invite members to groups and events that might be of interest.
- Log into your network as either the Network Creator or a user with Administrator rights.
- Go the Manage tab and under "Manage your members" section click on Members button.
- On the bottom right hand side of the members page click on Export All Member Data (.CSV)
- "Click OK to start the export. If you have a lot of members, the process might take a few minutes.",
- "Click OK to start the export. We'll send you an email with instructions for downloading the data as soon as it's ready."