Export pledges

Pour :Administrateur

Preview: Export pledges

The CSV export lets you retrieve the list of your pledges in a file readable by any spreadsheet application (Excel, Numbers, Google Sheets), for archiving, external analysis, transmission to your accountant or integration into a third-party tool.

Launch an export

1. 1

   Open the Pledges module

   Sidebar → Finance → Pledges (/app/promesses/list).

2. 2

   Apply the desired filters

   The export contains only the pledges currently displayed. If you want everything, do not apply any filter. If you want a subset, filter first.

   Also keep in mind the status tab: the export is limited to the current tab.

3. 3

   Click 'Export'

   At the top right, next to the Record a Pledge button, click Export (cloud icon with a down arrow).

4. 4

   Download the file

   The file export_pledges_DD_MM_YYYY_HH_mm.csv downloads automatically to your downloads folder.

Exported file columns

The CSV contains the following columns, in order:

Column	Content
Date	Pledge occasion date
Contact	Donor's last name + first name
Contact Email	Donor's email (if filled)
Contact Tel	Donor's phone (if filled)
Occasion	Context (Gala 2026, Rosh Hashana…)
Type	Classification (Aliyah, Hagbaha…)
Reason	Descriptive label
Amount	Pledged sum
Paid	Sum of payments received for this pledge
Remaining	Balance to fulfill
Last payment	Date of the most recent payment

ℹ

Currency and formatting

Amounts are exported without currency symbol (just the numeric value). The currency is implicit in your organization's context. If you manage several currencies, export once per currency by filtering on the corresponding Association.

Typical use cases

Monthly review of commitments

1. 1

   Filter on the past month

   Filter Creation date → first to last day of the month.

2. 2

   Export

   The file contains all the pledges created that month.

3. 3

   Analyze

   Open in Excel to calculate totals, segment by occasion, etc.

Annual review for the chartered accountant

1. 1

   Filter on the year

   Filter Creation date → January 1 → December 31.

2. 2

   Export each status tab

   • Tab Pending + Export → commitments made not fulfilled
   • Tab In progress + Export → commitments partially fulfilled
   • Tab Settled + Export → commitments fully fulfilled
   • Tab Canceled + Export → canceled commitments
3. 3

   Transmit

   Send the 4 files to your chartered accountant.

Targeted follow-up list

1. 1

   Tab 'Pending' + Minimum amount filter €500
2. 2

   Export

   You get a list of major donors to follow up on priority with their contact details.

3. 3

   Import into your emailing or phone tool

   To launch a personalized follow-up campaign.

Review of a specific event

1. 1

   Occasions filter → 'Gala 2026'
2. 2

   All tabs or target 'Pending' + 'In progress'
3. 3

   Export

   Complete file for the gala — useful for the activity report or the presentation to the board.

Best practices

• Filter before exporting: an export without filter can be very large (all pledges since the beginning) and hard to use.
• Archive each export in a dated folder (e.g., exports/pledges/2026-05.csv): useful to compare evolution over time.
• Check consistency: the total of exported amounts should match the Total pledge amount KPI displayed at the top of the list.
• Anonymize if external transmission: if you send the file to an unauthorized third party, remove the Contact Email and Contact Tel columns before sending.

Format limits

Limit	Detail
CSV format only	No direct Excel export; CSV opens in Excel without issue
Snapshot	The export reflects the state at the moment of the click; later changes are not included
No relations	Individual payments that fulfilled each pledge are not detailed in this export. For payments, see Export for the accountant (Payments module)
No pagination	The file contains all rows matching the filters, no limit

Go further

• Filter my pledges — prepare your export well
• Export payments (Payments module) — for payment details
• View grouped by occasion — visual review before export