Exporting your data

Your data is yours, and Karani will hand all of it over in CSV whenever you want.

Downloading everything

1. Go to Settings → Data, or karani.co/account/data.

2. Click Download My Data.

karani.co/account/data

Settings → Data. The download button, and the reset options — handle those carefully.

The download includes contacts, gifts, pledges, tasks, interactions, groups, and your configuration — goals, fiscal year, thresholds — as CSV.

Take one before anything drastic

Before a large import, a bulk merge, an account reset, or cancelling your plan — download first. It takes a minute and it’s the difference between a mistake and a disaster.

Per-report exports

Most reports export just what’s on screen, which is usually what you want:

karani.co/contacts/export/select-contacts

Contacts → Export lets you pick an arbitrary set rather than a whole list.

From	Gives you
Contacts list → Export CSV	The current list, filters applied
The Grid → Export	Your chosen columns, grouping, and filters
Gifts Report → Export	Filtered gifts with amounts
Fiscal Year Giving → Export	The per-donor, per-month grid
Expenses → Export	Filtered expenses
Group → Export	Emails, or mail-merge addresses
Event → Export CSV	Registrations

For a spreadsheet with particular columns, The Grid gives you the most control.

Opening a CSV

CSVs open in Excel, Numbers, Google Sheets, or LibreOffice.

Excel and leading zeros

Excel strips leading zeros from postal codes and long ID numbers, and may reformat dates. If you’re going to re-import the file, import the CSV into Excel as text rather than double-clicking it — otherwise “01234” becomes “1234” and your organisation IDs stop matching.

Account resets

The same Settings → Data page has reset options — reset contacts, reset gifts, reset the whole account.

Resets are irreversible

These bulk-delete data. There is no undo. Download your data first, verify the file actually contains what you expect, and only then reset.

They’re there for a real case: an account you set up as a trial with test data and now want to use properly.

Getting data out programmatically

For an ongoing feed rather than a one-off file, see the API and webhooks.