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Exporting a Batch

Export a Batch

Tip: You don't have to finalize batches before you export them. However, we strongly recommend that you finalize the batch first to prevent sending an unbalanced file to the bank or having the batch changed after you create the file.
  1. Finish processing your batches.
  2. In the BMT, select the batch(es) you want to export.
    Note: Available batches include batches that aren't already in a deposit. Finalized or unfinalized batches may display based on the Show Finalized Batches check box. You can only export one batch at a time if you are exporting an X937 file.
  3. Click Export.
  4. Select your export file type.
  5. Select the donation fields you want to include in your export.
  6. Click Export.
    Your export file downloads to your computer.
  7. You can click each batch in the batch summary to see more information. Otherwise, click Close.
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Last updated: March 25, 2025

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