Data Sync & Exports

Export donors, reports, and tables to spreadsheet, PDF, or Excel files for board packets, backups, and year-end sharing with your accountant.

Get Your Data Out

Your data belongs to you. AlignMint makes it easy to export your data in standard formats anytime you need it—for external reporting, analysis, sharing with your accountant, or keeping a backup. There are no export fees and no lock-in.

Export Options

• Donors: Full contact list with giving summary, last gift date, lifetime total, and communication preferences. Spreadsheet format.

• Donations: Complete transaction history with donor name, date, amount, fund, payment method, and receipt status. Spreadsheet format.

• Volunteers: Volunteer profiles with contact info, hours, skills, and group assignments. Spreadsheet format.

• Financial Reports: Balance Sheet, Income Statement, and all other reports in PDF or Excel format

• General Ledger: Every journal entry with full detail in spreadsheet or Excel

• Full Backup: Request a complete export of all your data across all modules

How to Export

Most pages in AlignMint have an "Export" button in the top right corner. Click it, choose your format (spreadsheet, PDF, or Excel depending on the module), and the file downloads immediately.

Scheduled Exports

Recurring Reports is where ProEnterprise teams save a report schedule. AlignMint is not sending those scheduled reports yet, so export the file and send it yourself until delivery is turned on.

Integrations

• Spreadsheet Import: Import donors, donations, and chart of accounts from another system using a spreadsheet

• Online payments: Keep donation and payment records connected automatically

• Bank connection: On PlusProEnterprise, bring bank activity into AlignMint. Matching it in bank reconciliation is available on ProEnterprise.

• ADP payroll: Connect completed payroll from Fund Accounting → Payroll. Other payroll providers use the manual summary on that page.

Related Guides

• Importing Data
• Reports Overview