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Downloading Direct Debit data

View new donors, access and export data from your online eDD mandates.

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Written by Beverley McAllister
Updated over a month ago

To export your eDD data in CSV format, follow the steps below:

  1. Log in to Access Evo then click Access Button.

  2. From the My Products drop-down then select the Payments icon.

  3. Select Exports.

  4. Click the relevant purple button based on the following three export options:

    • Export new Direct Debits - This exports all new submissions since the previous export.

    • Export all Direct Debits - This exports all data captured in the system.

    • Export previously exported Direct Debits - This exports only previously exported data.

  5. A Save As pop-up appears where you can choose where to save the CSV file.

An example of the template can be found here.

πŸ“ŒNote: If you have issues downloading and viewing the data please try clearing your cache. Please follow the steps below:

  1. Open Chrome.

  2. At the top right click More, and then Delete browsing data.

  3. Choose a time range, like last hour or all time.

  4. Select types of information you want to remove.

  5. Click Delete data.

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