Export Templates

Export Templates are reusable column layouts for donation exports. This allows your team to generate import-ready CSVs in one click instead of manually restructuring exports every time.

Build a Template once for each downstream system you use — like your CRM, accounting platform, or internal reports — then reuse it every time you export donations from Chariot.

Templates define exactly how your export should look — including fields, column order, naming conventions, formatting, and transformations.

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Building A Template

1. Click on Exports → New Template

2. (Optional) Upload a sample CSV from your CRM or downstream system to help Chariot automatically match your expected format.

3. Click on Mapping to refine template

4. Save Template

For the full list of fields available in an export, see Donation Fields.

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Generating An Export

1. Go to the Donations page

2. Select donations ready for export

3. Click Export

4. Choose an Export Template

5. Download the formatted CSV