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 IconCMO account.

Exporting People

Within IconCMO, navigate to "People" > "Members" > "Mem-Export" > "Members & Address"

  1. Select Member Status: Everyone
  2. Check "Excel Report"
  3. Click "Show Report" Button

Exporting Groups

Within IconCMO, navigate to "Groups" > "Grp-Reports" > "All Categories, their Groups & Members"

  1. Check "Excel Report"
  2. Click "Show Report" Button

Exporting Envelopes

Within IconCMO, navigate to "Contributions" > "Env-Reports" > "Master Envelope List"

  1. Check "Excel Report"
  2. Click "Show Report" Button

Exporting Givings

Within IconCMO, navigate to "Contributions" > "Funds & Pledges". Click "Reports", and scroll down the list of reports. Locate and select "Posting Journal Reprint".

  1. Select Journal Numbers as appropriate for the date range of contributions to send us. If your contributions go a long way into the past or you have a large number of contributions, you should prepare for this step beforehand by checking which journal numbers correspond to the intended date range.
  2. Select "Excel Report"
  3. Click "Show Report" Button
  4. Note that you may need to perform this step several times if you have a large number of contributions, as the resulting report will cut-off if it exceeds the maximum spreadsheet size. In that case, you may wish to choose journal ranges that correspond to calendar years, for example.

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

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