For a series of spreadsheets:
  • Create an import file for each record type, selecting Include all fields in the import file. Depending on the data in your database, not every type may be needed. For example, if no appeals have attributes, the Appeal Attribute type may not be needed. 
For a complex file, such as an Access format:
  • Create an export of each record type, including all desired fields. For example, the Constituent export type has all the fields that are stored on a constituent record. It will list one constituent on each row and put one field in each column.. (NOTE: The following steps will export all constituent records in the database, thus possibly creating a very large file.) To create the export:
For a full backup that will be attached and accessed through The Raiser's Edge:
Not all fields are available for export. To review the available fields in the Import Layout table review these resources: