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 Management Solutions account.
Exporting People Data
- From CMS Membership, click Process > Merge/Export File > New Report
- Give the report a name (such as "Export for Breeze") and click OK
- Change "File Type" to "Person"
- Select the "Member/Participation" button and pick the statuses of the people you'd like to bring over
- Click the checkbox to include field name in first row
- Click "Browse" and select where you would like the file to be saved to
- Click the Output File button on the right side of the screen
Exporting Attendance Data
- Navigate to "Reports > Events" and pick an event
- Select "All Members"
- Click on the envelope with the down arrow
- Save as a CSV file
For more information on exporting from Church Management Solutions, take a look at this article.
After you have done this, click here to learn more on how to import that information into Elvanto!