At Tithe.ly we strive to make data migration as painless as possible!

The directions below will walk you through how to export People and Giving information out of your current Church Helpmate account.

Let's get started! First, sign in to your Church Helpmate account.

Then follow the instructions below to export each section of information.


Exporting People

  1. Within Helpmate, navigate to the left menu under Individuals and select 'Reports & Outputs'.

  2. From the new window, select 'Individuals Output Configutor' on the left.

  3. Navigate to the Export tab and select 'CSV' and make the following selections:
    a) Check All Data Fields.
    d) Filename: Save it to a location you can easily access.
    e) Options: Select Include field names as first row.
    f) Click the Export button.


Exporting Givings

  1. Within Helpmate, navigate to the left menu under Contributions and select 'Reports & Outputs'.

  2. From the new window, select 'Contributor Output Configutor' on the left.

  3. Click the Exported Files button.

  4. Navigate to the Export tab and make the following selections:
    a) Date Range: Set to Custom, with a Start Date and End Date.
    b) Data Type: Contributor Details (1 record per contribution).
    c) File Type: CSV.
    d) Output Options: Include field names as first row.
    e) Filename: Save it to a location you can easily access.
    f) Click the Export button.


After you have done this, click here to learn more on how to import that information into Elvanto!

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