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 MaxPro account.

Exporting People

Within MaxPro, navigate to "People" > "Person Roster"

  1. Click box to select everyone (far left column at the top)
  2. Action: "Export to Excel" (far right column at the top)

                a) Click "Export All Fields" box (Export Information section)

                b) Click "Export" button at the bottom

Within MaxPro, navigate to "People" > "Business Roster"

  1. Click box to select everyone (Next to Action column header)
  2. Action: "Export to Excel" (Top row of the table on the right)

                a) Click "Export All Fields" box (Export Information section)
                b) Click "Export" button at the bottom

Exporting Givings

Within MaxPro, navigate to "People" > "Person Roster"

  1. Click box to select everyone (far left column at the top)
  2. Action: "Export to Excel" (far right column at the top)

               a) Export Information Section: Check "Gifts"
               b) Gift Information Section: Check all fields in this section
               c) General Information Section: Select ID # (in MaxPro), First Name, and Last Name
               d) Address Information Section: Select Household ID
               e) Click "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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