CharityEngine for Excel

CharityEngine for Excel connects Microsoft Excel to your CharityEngine nonprofit CRM, allowing you to load and continuously sync query data directly into Excel. Analyze live fundraising data without exporting spreadsheets or manually refreshing reports.

Use Excel's powerful formulas, pivot tables, charts, and visualization tools to create custom reports tailored to your organization's unique fundraising goals. Because your spreadsheet stays connected to CharityEngine, you always have access to current data for reporting, analysis, and decision-making.

Key Features

• Load CharityEngine query data directly into Microsoft Excel

• Continuously sync live data from CharityEngine

• Build custom reports using Excel formulas, pivot tables, and charts

• Analyze donor, fundraising, and campaign performance

• Eliminate manual exports and outdated spreadsheets

• Create reports tailored to your organization's needs

Requirements: You must be an existing CharityEngine customer to use this add-in.

Compatibility: Microsoft Outlook for Windows and Mac.