To use your export file for Excellerate, you will need to make sure the necessary information is entered in the SecureGive system. Excellerate requires that member IDs and Fund Names are entered to be able to import transactions to their database.

To Connect Member IDs: You will need to input the Excellerate Member ID into the Member ID field for each member profile in SecureGive. You will only have to do this one time for each member, and it will stay connected to them for all future transactions. Do this by clicking the exclamation point in the Member ID column from the “All Transactions” page, and then enter their Member ID and choose the Update Member ID button.

You can also add a member ID from the donor's profile by clicking the Add Member ID link, entering their Member ID, and then clicking the Update Member ID button. You can also click the Edit pencil at the top right, scroll down to the Excellerate Member ID blank, and then input the Member ID there. Be sure to select Save.

Fund Name: You will need to make sure that the Donation or Purchase Category names in SecureGive are an exact match to the name of the fund in Excellerate.

For example, your general fund is listed as “Tithes & Offerings” in Excellerate, so in “Donation Categories” in SecureGive, you will need to make sure the name is also listed as “Tithes & Offerings.”

After the Member IDs and Fund Names are in place, you can go to "All Transactions" and run a report for whatever dates you would like to export. After running the report, you will click the “Export as Excellerate” option and save the file to your computer in a place where it is easily found for importing into Excellerate. From there, you will need to consult Excellerate’s instructions for importing transactions. If you do not have those instructions, you can reach out directly to Excellerate, and they can assist!

SecureGive will not track what dates you have exported so we suggest that you set up a schedule for exporting. We also suggest that you save each file with a name that includes the export dates for easy tracking.