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Data points for your WeDidIt Insights export from your CRM

When exporting your data from your CRM, any or all of the following data points can be included in your spreadsheet:

  • Donor ID*
  • Primary Name (either full name or first and last name concatenated)
  • Primary Email Address 1*
  • Primary Email Address 2
  • Secondary Name (either full name or first and last name concatenated)
  • Secondary Email Address 1
  • Secondary Email Address 2
  • Address Line 1
  • Address Line 2
  • City 
  • State
  • Zip
  • Home Phone
  • Work Phone
  • Cell Phone
  • Gift Amount
  • Gift Date
  • Last Gift Amount
  • Last Gift Date
  • Largest Gift Amount
  • Largest Gift Date
  • Total Giving
  • Membership ID
  • Membership Level
  • Membership Expiration Date
  • Date of Birth
  • Gender
 
* indicates required fields

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