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Export Data

Overview

Sometimes you need data outside Eventene — for finance reconciliation, a CRM sync, a backup, or just a spreadsheet to pivot in. This article is a quick guide to what you can export, where each export lives, and when to use it. The detailed steps live in the destination articles linked below.

When to use: Export data when you need to analyze it outside Eventene, share it with others, or keep a record of your program. or external reporting.

How to Use It

The Actions menu pattern

Across most tables in Eventene (People, Orders, and others), an Actions menu offers the same three options:

  • Copy — copy the table to the clipboard
  • Print — print to a local printer or PDF
  • Export to CSV — download a CSV ready for Excel or another spreadsheet

Once you know the pattern, finding it on any table is a one-click step.

What to export, and where

Participant lists (a Group) — for backup, mail merge, or sync to another system. See Export & Backup Group.

Orders (Payments tab) — for finance reconciliation, refunds tracking, or an accounting hand-off. The CSV is structured for direct pivoting in Excel. See Orders and Reporting.

Attendance and responses (Track section) — for after-event analysis or sharing summaries with stakeholders. See Track Participation & Responses and Review Activity Attendance.

Common reasons to export

  • Finance reconciliation — Orders CSV → match against Stripe payouts and accounting records
  • Follow-up campaigns — participant list export → mail-merge or CRM import for a thank-you, satisfaction survey, or next-event invite
  • Backup before big changes — export a Group before a bulk edit or import, so you have a recovery point
  • Custom reporting — pull responses or attendance into a spreadsheet to build views Eventene does not offer in-app

Tips & Best Practices

  • Always export before bulk changes or imports — exports are your undo button
  • The EVENTENE_ID column in Group exports is the safest way to round-trip data: edit in Excel, then re-import to update existing records precisely
  • For multi-activity reporting, the Orders CSV is set up for pivot tables — group by Product, by activity, or by purchaser without reshaping
  • Keep exports in a clearly-labeled folder (program name + date) so older exports do not get confused with recent ones