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How can I retrieve emails?
I hope someone can help me with this -- I've tried everything, including email Square, with no success.
My nonprofit receives donations through Square, and I need to send acknowledgements to larger donors to comply with tax law, and also because I want to thank even the smallest donors for their care and concern.
But when I export donations (i.e. transactions) for a certain period, say December, I get lots of useless info, but I don't get the thing that lets me thank them, namely their email address! I can find the addresses one by one, by looking up every single donation and clicking maybe a dozen times and then writing them down by hand. But why isn't this exported along with all the other transaction info?
Does anyone know how to do this? I looked at the Customer Directory, but this doesn't seem to let me pull names/emails/amount for a particular transaction period. Thanks so much!
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You can only see their email address, phone number, etc when you're the one that has entered it into their customer profile. Otherwise Square will hide all of that information because it was given for receipt purposes, not marketing email purposes.
You could try seeing if you can send a mass email thru square marketing. You can create lists and may be able to narrow it down that way.
Preston & jayne est. 2023
Downtown York Pa
Square user since 2012
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Thanks for your reply, but I don't have any interest in sending group marketing emails to them. I only want to send individual personalized thank you notes for individual donations. We already have an email list in MailChimp and I can look them up one-by-one in MailChimp the same way I can look them up one-by-one in Square, but it seems ridiculous since I can export everything else EXCEPT the email ! So Square makes it painful for me to look up email addresses because it thinks it is protecting my donors who obviously care about the organization? Weird.
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Now if you know the persons name is attached to the donation an is able to be on a list for Excel of say the 50 ppl that made donations, you could use Excel to merge the name and email from 2 different lists.
You could use Xlookup in google sheets and excel for this. That is the best I can do.
I am not sure how good you are with Excel or Google sheets to do this but I learned alot watching these types of videos on YouTube.
The other thing you could do if you do Donations regularly, is this time download your 2 files, use execels power query to merge two csv files based on the persons name from the donation list, to pull or merge the email address of the people. Save this and then next year you just add the 2 csv files and you press refresh and you get the simplified list.
Again I used youtube to learn power query and have done this to merge Transaction and Items csv files from Square to get a CSV file of the information I need to import to QuickBooks, minus all the other data that is in the downloads. The first time I was attempting this it took me HOURS to figure some things out. The big headache for me was Squares taxes per item not per sale. Doing what you want is simple tho, find persons name from Csv file 1, on sheet 2 and pull the email address for only names on sheet one, basically. The save the 50 names and email addresses to a csv file and create a mail blast to only those 50 people (email addresses)
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Pocono Candle
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