It is one of our goals here at Tithe.ly to make data migration as painless as possible. follow the directions below on how to export information out of your current Church Helpmate account.

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.

          a) Navigate to the Export tab
          b) Select CSV.
          c) 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.

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

After you have done this, click here to learn more on how to import that information into Tithe.ly ChMS!

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