Exporting information out of your current system to be imported into Tithe.ly ChMS is an important and vital step in your Onboarding with Tithe.ly. Below you will see some basic exporting information as well as links to several database help articles on how to export that information.
First, the data to consider importing into Tithe.ly ChMS would be:
- People Notes
- Service Attendance
- Group Attendance
- Financial Transactions/Pledges
If you’re using Tithe.ly ChMS and another platform side-by-side while making the transition, it might be easier to hold off on importing certain data (such as attendance) until you officially make the switch. This will save having to reimport at a later time.
But at the end of the day, you want data in Tithe.ly ChMS so that your users have something to work with so it might just be better to re-import or adding the extra data after the rollout. Your call!
What format does Tithe.ly ChMS accept?
All data that has been exported per our instructions below are acceptable in the form they come out as. For all other types of data, we prefer a standard spreadsheet format, such as .xlsx or .csv. As a general guideline, if it can be read by Excel, we can likely work with it.
Please Note: If you will be importing the data yourself, and not with the help of our data migration specialists, the file will need to be a .csv.
Exporting your data from your current database
Every database should give you an option to export your data as a CSV file, and generally, this is done by creating export reports from their system as a CSV.
If you’re unsure of how to export data from your existing database, contact the company’s support team. Ask them how to generate a custom report in CSV format for the data you’re wanting to export.
We are dealing with imports all the time so feel free to contact our team if you need any pointers!
Need help and advice exporting from your current database? We have conveniently created articles for some databases. Feel free to click on the link below to be taken to that article.
If you didn't locate your database, feel free to reach out to our customer service team and we can help guide you!