How To Export Recurring Profile Data (Legacy)
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

Exporting recurring profile data is available on the Standard plan and above.

To export the recurring profiles from CauseVox, follow the steps below:

Step 1: Under Manage, select the campaign using the dropdown at the top. You can export recurring data across All Campaigns or an individual campaign.

Step 2: Select Recurring Profiles from the left navigation and Export on the right.

Step 3: Select All Dates, or a date range in UTC time.

Step 4: Select the file format and download the data as a CSV or Excel file and then select Download.

Recurring Profile Data

The Recurring Profile export includes the following fields:

  • Profile ID

  • Donor First Name

  • Donor Last Name

  • Donor Email

  • Address Line 1

  • Address Line 2

  • City

  • State

  • Zip Code (Postal code)

  • Country

  • Recurring Amount (Gross)

  • Total Amount (Gross)

  • Number Of Donations

  • Currency Code

  • Start Date

  • Interval

  • Anonymous (Marked name as anonymous from public view)

  • Giftaid

  • Profile Active Status

  • Campaign

  • Created At Date

To view your recurring data with filters, follow the steps below:

Step 1: Select Filter at the top.

Step 2: Apply any of the following filters:

  • Active Status - active and/or disabled

  • Date Range - in UTC

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