Your organization probably has many interconnected activities, so your platforms should work together. Organizations use Crowded as a payments and donations processor, but may use a CRM, AMS, or donor management system to communicate with their audiences.
Once your org starts receiving payments from Collections or Fundraisers, use this information on another platform your nonprofit uses – from tracking donations on a donor management platform, to welcoming new dues-paying members in an AMS.
Using the Collect tabs, filters, and export functions, you can smartly segment payers and take action. Regardless of which platform you upload the data to, first export the right data. There are a few exporting options, so read each definition to ensure you’re getting the right data for your purposes.
Export Option 1: Overall Collection Export
From the main Collection dashboard, clicking on the export icon will download a CSV of an overview of all your organizations’ Collections and Fundraisers.
The following information will be included:
Field Name | What It Contains |
Collection Name | The name of the Collection or Fundraiser |
Created Date | The date the Collection or Fundraiser was created |
Requested Amount | For Fixed Amount Collections: the amount each payer was asked to pay |
Total Paid | The total amount of money paid by the contact to that Collection or Fundraiser across all payers and payments |
Payers | The number of contributors to that Collection or Fundraiser |
Goal | For Fundraisers: the amount of money set as the fundraising goal |
Fees Paid by Org | The total amount of fees that were charged to your organization across all payments to that Collection or Fundraiser |
Fees Paid by Payers | The total amount of fees that were charged across all payers to that Collection or Fundraiser |
Status | Status can be active and still accepting payments, or inactive and closed to new payments |
This export is useful to get an easy overview of the total money in and fees paid. We suggest using this export for reporting or accounting purposes.
Export Option 2: Individual Collection Export
Export the results from just one Collection or Fundraiser by double-clicking on the desired Collection, applying any filters, and then clicking on the download icon. The CSV file will automatically start downloading.
The following information will be included:
Field Name | What It Contains |
Name | The payer’s full name as it appears on their Crowded profile. |
Role | If the payer is an admin or contact on the Crowded platform |
The payer’s email address. | |
Phone Number | The payer’s phone number. |
Payments | The number of individual payment transactions made by this payer. A value greater than 1 indicates a recurring payment |
Paid | The total amount the payer has submitted so far. Includes all payments made, even if the full amount hasn’t been received yet. |
Payment Date | The date the payer paid the Collection or Fundraiser |
Received | The amount actually settled into your account after any processing fees. |
Status | The current payment status for this payer: Paid, Not Paid, Failed, or Multi-payments (if they are paying on a recurring basis) |
Use this export to see who has contributed, how much, when, and fees paid, along with their contact information. This could be useful for tracking high contributing donors, or for extracting who has paid their membership dues.
Export Option 3: Not Paid Export
Export only the list of contacts who owe your organization a payment, and a CSV file will automatically download to your device.
The following information will be included:
Field Name | What It Contains |
Name | The payer’s full name as it appears on their Crowded profile. |
The payer’s email address. | |
Phone Number | The payer’s phone number. |
Collection Name | The name of the Collection or Fundraiser |
Requested Amount | The amount each payer was asked to pay. |
Status | The current payment status for this payer: Not Paid or Failed |
Export Option 4: Contact Export
Track and export the payment history of an individual by navigating to their contact page. Apply any filters, and then click to export. The CSV includes one row per collection the contact has been part of.
The following information will be included:
Field Name | What It Contains |
Collection Name | The name of the Collection or Fundraiser shared with them |
Date Created | The date that the Collection or Fundraiser was created |
Requested Amount | The set amount for payment for fixed amount Collections only |
Paid Amount | The total amount the payer has submitted so far. Includes all payments made, even if the full amount hasn’t been received yet. |
Received Amount | The amount actually settled into your account after any processing fees. |
Payments | The number of individual payment transactions made by this payer. A value greater than 1 indicates a recurring payment |
Status | The current payment status for this payer: Paid, Not Paid, Failed, Multi-payments (if they have paid multiple times manually), or Ongoing (if they are paying on a recurring basis) |
Payment Date | The date(s) the payer paid the Collection or Fundraiser |
This export can be helpful for calculating total contributions and payments of an individual or creating a donor profile.
We have created step-by-step guides to using the exports from Collections and Fundraisers with the popular nonprofit platforms.
Uploading Collect Data to: Mailchimp / Hubspot / Constant Contact / AMS or CRM
Best for: sending welcome emails to new members, thank you notes, general email communications
- Download the desired Crowded export
- Sign in to your email marketing provider, navigate to Audience/Contacts, and click Import.
- Upload the CSV from Crowded, and match it to the columns already in the system
- Suggested: Map the Status column to a tag (e.g. tag each row with “Paid” or “Not Paid” based on the value).
- Use those tags to segment your audience when building campaigns — send thank-you emails only to Paid, reminders only to Not Paid.
Uploading Collect Data to: Bloomerang / Donor Management Platforms
Best for: creating or updating donor records with gift history, identifying upgrade candidates.
- Download the desired Crowded export ( Export the individual Collection level export with filters – Status = Paid to import confirmed donors from specified fundraisers.)
- Sign in to Bloomerang or your chosen donor management platform, navigate to Constituents, and click Import.
- Upload the CSV from Crowded and map the Crowded fields:
- Name → Full Name
- Email → Email
- Paid → Gift Amount
- Created Date → Gift Date
- Set the Collection name as the Fund or Campaign source in Bloomerang.
- Run the import. Bloomerang will match existing records by email and add the gift to their history.
Uploading Collect Data to:
Google Sheets (for reporting and board dashboards)
Best for: building financial summaries, tracking collection progress, sharing with a board or treasurer.
Export the desired collection from Crowded.
Open Google Sheets and go to File → Import → Upload the CSV.
Optional: Use SUMIF formulas to calculate totals by status:
=SUMIF(J:J,”Paid”,G:G) — total paid amount from Paid members
=COUNTIF(J:J,”Not Paid”) — count of members still outstanding
Add a Pie chart of the Status column for a visual collection snapshot.
Optional: Use those tags to segment your audience when building campaigns — send thank-you emails only to Paid, reminders only to Not Paid.
Suggested: Share the sheet with board members or leadership for reporting
Uploading Collect Data to: Google Sheets (for reporting and board dashboards)
Best for: building financial summaries, tracking collection progress, sharing with a board or treasurer.
Export the desired collection from Crowded.
Open Google Sheets and go to File → Import → Upload the CSV.
Optional: Use SUMIF formulas to calculate totals by status:
=SUMIF(J:J,”Paid”,G:G) — total paid amount from Paid members
=COUNTIF(J:J,”Not Paid”) — count of members still outstanding
Add a Pie chart of the Status column for a visual collection snapshot.
Optional: Use those tags to segment your audience when building campaigns — send thank-you emails only to Paid, reminders only to Not Paid.
Suggested: Share the sheet with board members or leadership for reporting