At Tithe.ly we strive to make data migration as painless as possible. The instructions below will guide you through how to export People and Giving information out of your current ACS account to be imported into Elvanto.
Exporting Data from ACS
Prior to export - If you are using ACS OnDemand please complete the following steps:
Open ACS OnDemand (if you don't have ACS OnDemand installed, download it here).
Log into OnDemand using your OnDemand Site Login.
Log into the ACS product using your Product Login.
Continue with the export using the instructions below.
Sign in to your ACS account.
Run a Search.
Click Advanced Export and select Create New Export.
Select File Export then click Next.
Title the export "Tithely Export".
a) For the Group Tab select Include Deactivated Records (If you would like to match up historical giving).
b) For the Fields Tab select Individual ID, family ID, and envelope number and any additional fields you want exported.
Select the following Format Tab options:
a) Select Microsoft Excel.
b) Click Filename to choose a location to save the file.
c) Click Save and Close.
Click Run Export.
Exporting Extra Addresses
Sign in to ACS.
Navigate to Searches and Reports and select Reports.
Select People from the drop-down list.
Under People in the upper sidebar, click the arrow to expand the list.
a) Select Master Listing of Addresses.
Within the Master List of Addresses Section:
a) Select Use Report Setting for Search Results (default is 'Always Use Last Search Results').
b) Click Customize from the Master Listing of Addresses.
c) Under Report Options, uncheck Filter and select Address Types.
Please Note: There is a maximum of 5, so may have to run this report more than once to export all the address data.
Run the report.
Click the Print button in the top left of the report and save the file to your computer as a CSV.
Sign in to ACS.
Navigate to the Searches and Reports section and select Reports.
Select Contributions from the drop-down list.
Under Contributions in the upper sidebar, click the arrow to expand the list.
Select Gift Detail Listing.
Within the Gift Detail Listing section (in the lower sidebar) make the following selections:
a) On the General tab, select your date range.
b) On the Report Options tab, select your chosen funds and include deactivated people.
c) Click Preview.
d) Select Use Report Setting for Search Results (default is 'Always Use Last Search Results').
e) Select Customize from the Gift Detail Listing section.
Once the report has generated, there will be an icon on the top row called View Report Data. Please click that icon.
Expand the Export button and export Comma-Separated Values.
The last field in the contribution table will have the family id at the end of it. New versions of ACS will have an individual ID column.
After you have done this, click here to learn more on how to import that information into Elvanto!