Secure Export is a feature to export sensitive information such as payment details by a secure method. Active pledges which have not been exported before can be exported by using this feature. This method is useful when sending data from fundraising agency to charity. It can also be used to export data to a main database within the organization.
Main difference between secure and internal export is:
|Secure Export||Internal Export|
|Batch ID||Created||Not Created|
|How many times 1 data can be exported?||Once||As many times as it is required|
|Who can receive exported data?||Only the registered receivers||Anybody who initiated the internal export|
Firstly, you need to define how you want to split the secure export file in the section below:
Ticking 'Export Non Chargeable in Separate File' put chargeable and non-chargeable pledges into separate files. Combinations of this and radio boxes below will determine how many files are exported at a time. For example, ticking 'Export Non-chargeable gifts in separate file and ''Oneoff, Recurring' radio button will generate 4 files (Chargeable Oneoff, Non-chargeable Oneoff, Chargeable Recurring, Non-chargeable Recurring).
When you decide how to split files, you can specify field name/type in the table like the above.
Letters (A, B, C......) in the far left column correlates with the Excel files. This is handy as many of the file format specifications are made in Excel file.
Name field should have the field name that you prefer to have in the secure export file
Drop down menu in the Data Mapping field will have the name of the data fields in Floodgate. You need to select a Floodgate data field from here and specify how to call the field in your export file in 'Name' field.
Dragging the white block in Sort field up and down will move the field up and down in the list. You can then remove a field by clicking the x at the right end.
When you want to make adjustment to the floodgate data before exporting (e.g. change the date format from 01/05/2019 to 01-5-19), click the '+' button for the field that you want to make adjustment to.
This will find +61 in the field and replace it with 0 to remove country code from the phone number field.
This will change the default date format to yyyy-mm-dd.
This will change the numeric format to show 2 decimal points.
This will show all text in the field in uppercase.
This will merge the field with Street2 field and ',' is inserted as a separator only when both fields have values.
This will return 'True' when 'Sydney' is found in the field. Otherwise, 'False' will be returned.
This will insert DIJFLEK001 to this field for any data.
You can add multiple rules in one rule setup screen. All rules will run in the order appearing in the rules setup screen. Most of the export field formats may be covered by these rules, but please coment here if you find a field type that you cannot setup by using this table.
Press 'Save' at the top right corner of the window to save the field type and to show + button for the newly added fields. Do NOT forget to press 'Save' on each rules screen after adding your rules.