Export Templates
Map Chariot's gift data to your CRM or ERP's exact field names — so every export is import-ready.
Export Templates let you map Chariot's gift data fields to the exact column names and format your CRM or ERP expects. Once configured, every export is immediately ready to import without manual reformatting.
How Export Templates Work
An export template is a saved configuration that defines:
Which Chariot fields to include in the export.
What column names to use (mapped to your CRM or ERP's expected headers).
The column order your system expects.
Formatting preferences.
You can create multiple templates for different destinations — e.g. one for Salesforce, one for Blackbaud, one for your finance team's ERP — and save each with a descriptive name.
Building an Export Template
You can include any default or manually added properties in your export templates.
Step-by-Step
Navigate to the Exports page in your Chariot dashboard.
Click "New Template" and consider uploading an example CSV you'd like the template to be built to match.
Name your template with a descriptive name like "Salesforce Gift Import" or "Sage Intacct JE Export" so your team knows when to use the template.
Map fields. After clicking "Create template", click on Mapping to refine how each column shows up in your export:
Click the pencil icon to the right of each property to edit mapping
Click + Add column in the top right to add a new property to your export
Use the trash icon to remove any properties you don't want included in your export
For each column, update the Column Name so that it matches what you'd like to see show up within your export. Another way of thinking about this is the Column Name should match what your CRM would expect (e.g., you could update "Deposit ID" to "Chariot Deposit ID" if that's what you'd like the column name to be once uploaded into your CRM).
Set the column order by arranging fields in the sequence your system requires.
Save the template. It's now available for one-click exports.
Tip: Always include Deposit ID and Deposit Date in your export templates. These fields are critical for reconciliation between your CRM entries and your accounting team's journal entries.
Triggering an Export
Go to the Donations page.
Select the donations you want to export. You can use filters or custom views to narrow your selection, or select all.
Click Export.
Choose your template from the dropdown.
The export downloads as a CSV file, formatted exactly as your template specifies.
You can also export from within a specific deposit's donation list — useful when you want to export all gifts from a single settlement.
Best Practices
Create one template per destination. A Salesforce template, a Blackbaud template, and an ERP template — each saved with a clear name.
Always include Deposit ID and Deposit Date. These are the reconciliation keys your accounting team depends on.
Test before bulk exporting. Export a small batch first to confirm your column mapping is correct.
Update templates when your CRM fields change. If your CRM admin adds or renames fields, update the corresponding Chariot export template to keep things in sync.
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