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 Elexio account.

First, If you need to install Elexio on your computer, click here for instructions.

Export People from Elexio

  1. Go to "Reports"
  2. Go into the "Demographics" Folder
  3. Select "People List - FCR3101.0"
  4. Select Fields. Include the following:

               a) Envelope #
               b) Household ID
               c) Contact ID

5. Click "Data Grid" button
6. Click the "Export to Excel" button at the bottom

Export Giving from Elexio

  1. Go to "Reports"
  2. Go into the "Givings & Finances" Folder
  3. Select "Contribution Detail - FCR3301.0"
  4. Quick Filter Tab

               a) Contribution date range: All Dates (or is Between)

5. Field Chooser Tab and include the following:

               a) Envelope #
               b) Household ID
               c) Contact ID

6. Click "Data Grid" button
7. Click the "Export to Excel" button at the bottom

Export Groups from Elexio

  1. Go to "Reports"
  2. Go into the "Ministry Teams" Folder
  3. Select "Ministry Team Involvement - FCR3002.0"
  4. Click "Data Grid" button
  5. Click the "Export to Excel" button at the bottom

Export Attendance from Elexio

  1. Go to "Reports"
  2. Go into the "Attendance" Folder
  3. Select "Individual Based"
  4. Select "Attendance Detail - FCR3212.0"
  5. Click "Data Grid" button
  6. Click the "Export to Excel" button at the bottom

Export Notes from Elexio

  1. Go to "Reports"
  2. Go into the "Notes" Folder
  3. Select "FCR 3501"
  4. Click "Data Grid" button
  5. Click the "Export to Excel" button at the bottom

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

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