It is one of our goals here at Tithe.ly to make data migration as painless as possible. With that in mind, please follow the directions below on how to export information out of your current Realm church management account.
1. Sign in to Realm
2. To Export People
a) Select "Reports" on the left menu
b) Select "Custom Query"
c) Find People where "Family Name" "is not blank"
d) Select Show Results
e) Click Preview and then "Edit Columns"
i) Select all the columns you'd like
ii) Click Apply
f) Click Preview and then "Download" as "Individual List (.csv)"
3. To Export Groups
a) Navigate to "Admin" > "Groups" > "All Groups"
b) For each group you'd like
i) Click on Group
ii) Select the Gear Icon and pick "Export Roster csv" ((this icon is on the top menu bar next to the group name)
4. To Export Giving
a) Navigate to "Giving" > "Giving Statements" and click "+ Generate New Statement"
b) Enter a desired name for the export
c) Specify the desired date range
d) Set Statement Type to "Detailed Tax Statement"
e) Check Memos and Non-deductible Gifts
f) Set Filter By to "Fund Amount is greater than: 0.00"
g) Set Statement Output to "Export All"
h) Set Sort Order to Last Name(A-Z)
j) Navigate to "List of Statements" and click "View Export"
1 The downloaded file will be a PDF file as we're not aware that Realm provides any way to download a spreadsheet in this format. You can use a tool like PDF2XLS to convert it to a spreadsheet