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 Membership Plus account.
- Within Membership Plus, navigate to "File" > "Export"
Work through the 8 step selection process. Each step is a new window
- Select "Begin a new export"
- Select "Individuals/Families/organization"
- Select all the fields you'd like imported. Add the following fields if available:
a) Member ID
b) Family ID
4. Select "Include All"
5. Nothing to select for this step, just click "Next" button
6. Select "Delimited"
7. Nothing to select for this step, just click "Next" button
8. Choose a file name (c:\temp\breeze_people) and click "Export"
- Within Membership Plus, navigate to "Reports" > "Report Generator" > "Contribution Reports (folder)" > "Contribution Statement Detail"
There will be 4 tabs:
- Options Tab: Select "Include All" (deductible and deductible)
- Filter/Sort Tab: Select "All Individuals"
- Format Tab: Nothing to select here
- Preview Tab: Select "All Individuals"
-- Set date range and click "Preview" button (All Dates)
-- Click "Export" button