PSG Organization - Data Export: How to prevent form submissions from showing in donors' giving histories and in data exports

How to prevent form submissions from showing in donors' giving histories and in data exports

There are 2 different solutions:

  1. If the form is not connected to any fund (even a non-tax deductible fund), the gifts will not come through to the giving histories or the data exports.
  2. To prevent form payments from showing in data exports, go to the Data Export page, click the "Transactions" drop-down menu, and select everything except for "Formbuilder Credit/Debit" and "Formbuilder ACH" (see image). When you next create an export, it will not have form transactions in the export.

 

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