Exporting Data from eTapestry

NOTE: This guide includes export instructions for the most common data in this system. You may be using additional modules or storing additional data that is not discussed here, but will need to be exported in order to import into your new NeonCRM system. Please consult the documentation of your current database for more information.

Contents

Introduction
Accounts
Journal

Introduction

In order to export your data from eTapestry, you will need to have enough competence with eTapestry to use both the Query and Report functions as you’ll need to a) build queries and b) load those queries using reports in order to download the data to CSV files.

In this guide, we outline exporting the following types of information, which are the most commonly used modules in eTapestry:

  • Accounts, which includes basic contact information
  • Journal, which includes all transactions (such as donations) as well as contact notes and activities

Exports should be saved as CSV files. For each different type of export, we have provided general instructions and field lists. However, you may use additional fields that are not mentioned here. If so, be sure to include those fields in your report export.

Accounts

  • Create a new query
  • Under starting criteria, select the Base category
  • Make sure that All Accounts is selected for Query
  • Under Data Return Type, ensure that "Accounts" is selected
  • For Criteria, select Account Created Date > Custom Range, and enter a range from the earliest date that you began using eTapestry to today's date
  • Save your query
  • Create a new report and select the following fields:
    • Account Number
    • Name
    • Short Salutation
    • Long Salutation
    • Address
    • City
    • State
    • Postal Code
    • Email
    • Phone - Fax
    • Phone - Mobile
    • Phone - Pager
    • Phone - Voice
  • NOTE: eTapestry may give you a warning regarding exporting this may columns to PDF; you can ignore this because you will be exporting to CSV
  • Save and run the report with the query that you saved in the previous steps
  • Download the report as an Excel document (CSV)
  • Note that it may take several minutes to download, depending on the amount of data that you have

Journal

  • Create a new query
  • Under starting criteria, select the Base category
  • Make sure that All Journal Entries is selected for Query
  • Under Data Return Type, ensure that "Journal Entries" is selected
  • For Criteria, select Journal Entry Date > Custom Range, and enter a range from the earliest date that you began using eTapestry to today's date
  • Save your query
  • Create a new report and select the following fields:
    • Account Number
    • Date
    • Received
    • Fund
    • Approach
    • Campaign
    • Gift Type
    • Check Number
    • Credit Card Type
    • Note
  • Save and run the report with the query that you saved in the previous steps
  • Download the report as an Excel document (CSV)
  • Note that it may take several minutes to download, depending on the amount of data that you have

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