Export ALL Constituents

Jennifer Gallo

I'm hoping someone can help me figure out why I cannot get all of my constituents to pull over in a csv file.  Each time I export I get a different number of total constituents pulled.  When I have a co-worker do the same export, she gets a different number as well.  I've included a pic of the General tab of my export. The last time that I ran it, almost 6,000 were left off (I have just over 21,000 records, total).

Dariel Dixon 2

Maybe the issue is in the output?  Is there something the missing constituents have in common?

Jennifer Gallo

Dariel~

I am certainly asking for a lot of info on my export (it was requested by a company we contract with).  The 6,000 records that did not process have nothing in common.  Some are old, some are brand new, some have giving records, some have never given.  I'm quite exasperated!

Dennis Ladnier

Jennifer, 21K records is pretty small - I am surprised they do not all export.  Would you mind sharing what you are trying to output?  Thanks

Jeremy Bontrager

I have had the same thing happen in the past.  I had a 80k pull and I would time out the application.  It would then print out the lines it had completed while leaving the other lines empty, thus not giving me my total that I needed.  Are you trying to run this over night or is someone sitting and watching the export?

Jennifer Gallo

Dennis & Jeremy~ 

I have run it during the day and overnight. It takes well over 30 minutes and times out most times (but not all of the time).  

This is what I am exporting:

1. Constituent ID#

2. Key Indicator

3. Import ID#

4. Sort Key

5. Name

6. Title

7. First Name

8. Maiden Name

9. Last Name

10. Suffix 1

11. Address Line 1

12. City

13. State

14. Zip Code

15. Target (from Bio 2 screen)

16. Income (from Bio 2 screen)

17. Ethnicity (from Bio 2 screen)

18. Religion (from Bio 2 screen)

19. Last Year’s (2017‐18) Annual Fund Segment # (if provided by Partners in Mission – this may be the Target field)

20. Last Year’s (2017‐18) Annual Fund Ask Amount (if provided by Partners in Mission – this may be the Income field)

21. Last Year’s (2017‐18) Annual Fund Last Gift Amount Reference (if provided by Partners in Mission – this may be the

Ethnicity field)

22. Constituent Code : AL ONLY (Alumni) (provide dates if you track this code with dates)

23. Constituent Code: CP ONLY (Current Parent) (provide dates if you track this code with dates)

24. Constituent Code: AP ONLY (Parent of Alumni, Past Parents, Alumni Parents) (provide dates if you track this code with

dates)

25. Constituent Code: BD ONLY (Board Member/Trustee and Former Board Member/Trustee) (provide dates if you track

this code with dates)

26. Constituent Code FS ONLY (Faculty/Staff) (provide dates if you track this code with dates)

27. Constituent Code #1 ALL OTHERS EXCEPT alumni, current parents, parents of alumni, board member and faculty/staff

from #22 to #26 above

28. Constituent Code #2 ALL OTHERS EXCEPT alumni, current parents, parents of alumni, board member and faculty/staff

from #22 to #26 above

29. Constituent Code #3 ALL OTHERS EXCEPT alumni, current parents, parents of alumni, board member and faculty/staff

from #22 to #26 above

30. Class Year for Alumni

31. First Name, Class Year and Relationship of Child #1 in the School this school year

32. First Name, Class Year and Relationship of Child #2 in the School this school year

33. First Name, Class Year and Relationship of Child #3 in the School this school year

34. First Name, Class Year and Relationship of Child #4 in the School this school year

35. Spouse First Name

36. Spouse Last Name

37. Spouse Class Year, if he/she is a graduate of your school

38. 18‐19 Annual Fund Gift (include new pledges; credit matching gifts to matching gift company; soft credit to “both”);

Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

39. 17‐18 Annual Fund Gift (exclude new pledges; credit matching gifts to matching gift company; soft credit to “both”);

Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

40. 16‐17 Annual Fund Gift (exclude unpaid pledges; credit matching gifts to matching gift company; soft credit to “both”);

Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

41. 15‐16 Annual Fund Gift (exclude unpaid pledges; credit matching gifts to matching gift company; soft credit to “both”);

Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

42. 14‐15 Annual Fund Gift (exclude unpaid pledges; credit matching gifts to matching gift company; soft credit to “both”);

Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

43. 13‐14 Annual Fund Gift (exclude unpaid pledges; credit matching gifts to matching gift company; soft credit to “both”);

Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

44. 12‐13 Annual Fund Gift (exclude unpaid pledges; credit matching gifts to matching gift company; soft credit to “both”);

Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

45. 11‐12 Annual Fund Gift (exclude unpaid pledges; credit matching gifts to matching gift company; soft credit to “both”);

Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

46. 10‐11 Annual Fund Gift (exclude unpaid pledges; credit matching gifts to matching gift company; soft credit to “both”);

Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

47. 09‐10 Annual Fund Gift (exclude unpaid pledges; credit matching gifts to matching gift company; soft credit to “both”);

Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

48. 08‐09 Annual Fund Gift (exclude unpaid pledges; credit matching gifts to matching gift company; soft credit to “both”);

Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

49. 07‐08 Annual Fund Gift (exclude unpaid pledges; credit matching gifts to matching gift company; soft credit to

“both”);); Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

50. 06‐07 Annual Fund Gift (exclude unpaid pledges; credit matching gifts to matching gift company; soft credit to

“both”);); Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

51. 05‐06 Annual Fund Gift (exclude unpaid pledges; credit matching gifts to matching gift company; soft credit to

“both”);); Use Summary Gift Total. Be sure gift types excludes gifts in kind and exclude write offs.

52. Capital Campaign Total Commitment from most recent campaign

53. Capital Campaign Unpaid Balance from most recent campaign

54. Last Gift Amount to the school (excluding unpaid annual fund pledges and matching gift credits)

55. Last Gift Date to the school (excluding unpaid annual fund pledges and matching gift credits)

56. Last Gift Amount to Annual Fund Only (excluding unpaid pledges and matching gift credits)

57. Last Gift Date to Annual Fund Only (excluding unpaid pledges and matching gift credits)

58. Largest Gift Amount to the Annual Fund (excluding unpaid annual fund pledges and matching gift credits)

59. Largest Gift Date to the Annual Fund (excluding unpaid annual fund pledges and matching gift credits)

60. 2017‐18 Non Annual Fund Giving, Use Summary Gift Total

61. 2016‐17 Non Annual Fund Giving, Use Summary Gift Total

62. 2015‐16 Non Annual Fund Giving, Use Summary Gift Total

63. 2014‐15 Non Annual Fund Giving, Use Summary Gift Total

64. 2018‐19 Commitment (Pledge) for Senior Class Gift Program

65. 2017‐18 Commitment (Pledge) for Senior Class Gift Program

66. 2016‐17 Commitment (Pledge) for Senior Class Gift Program

67. 2015‐16 Commitment (Pledge) for Senior Class Gift Program

68. Specific Actions Type, Status and Date (phonathon refusals, class reunion attendees, career day attendees, special

event attendees, class notes respondents, regional alumni reception attendance, etc.) – export up to five actions, types

and dates.

69. Deceased Date

70. Deceased Yes / No

71. Solicit Codes (please export all)

72. Mail Codes (please export all)

73. Tuition Plan Selected for Current Parents (One Payment and Two Payment Payers Only) – Attribute

74. Did Not Request Financial Aid – Current Parents Only ‐ Attribute

75. Current Parents or Child who receives Merit Scholarship ‐ Attribute

76. Current Parents or Child who receives Financial Aid Scholarship ‐ Attribute

77. Alumni who received a Merit Scholarship while at school

78. Alumni who received a Financial Aid Scholarship while at school

79. Alumni Affinities – leadership awards, student council, valedictorian, drama, soccer, art, etc.

80. Employer (Husband)

81. Occupation/Title (Husband)

82. Employer (Wife)

83. Occupation/Title (Wife)

84. Harris Alumni Directory Composite Donor Index (“CDI”)

85. “Target Analytics” or “Marts and Lundy” or “Wealth Engine” Prospect Rating Code (s)

86. Internal Capital Campaign or Annual Fund Rating Code (s)

Dariel Dixon 2

30 minutes is well within the timeout period.  You shouldn't have an issue with timeouts.  Even so, you can call support and ask for an extended timeout period.


I'd consider a much smaller export of the first 10 items just to make sure that the import is pulling everything correctly.  The first set of lines are universal (ie. ConsID, ImportID, etc.)  That way, you can eliminate some factors.  That import shouldn't take long at all.

Dennis Ladnier

Jennifer, you are asking for quite a lot of complex data which is the reason it is taking so long - I would suggest you break this up in segments (ex, do A-L, M-Z based on last name) then combine the CSV's afterwards.  This should make each report take less time but may also help you pin-point if there is a specific data integrity issue somewhere.


Thanks, Dennis