At Tithe.ly we strive to make data migration as painless as possible. The instructions below will guide you through how to export People and Giving information out of your current Parish Data Systems account to be imported into Elvanto.


How to Export People from Parish Data Systems

  1. Login to your Parish Data Systems account.

  2. Navigate to the Reports menu.

  3. Select Member Reports. This will bring up the “Select Report” screen.

  4. Make the following selections on the “Select Report” screen:
    a) Select Add (this is in the footer of the dialog box)
    b) Select Export to create a custom export

  5. Select Fields to include in export file, be sure to include:
    a) Fam Unique ID
    b) Mem Unique ID
    c) Env Number

  6. Save/OK. This brings you to the “Overview” screen”.

  7. On the "Overview" screen make the following selections:
    a) Click Edit to the right of report name and change to “Tithely People”

    b) Export Filename: click on the file name to change name and location for export.
    c) File Format: Choose Comma-Separated Values (CSV)

    d) Click Next

  8. From Selection Information Tab, check:
    a) Include Active
    b) Inactive
    c) Deceased members

  9. Click Build


How to Export Giving from Parish Data Systems

  1. Login to your Parish Data Systems account.

  2. Navigate to the Reports menu.

  3. Select Contribution Reports. This brings up the “Select Report” screen.

  4. In the “Select Report” screen make the following selections:
    a) Select Add (this is in the footer of the dialog box)
    b) Select Export to create a custom export

  5. Still in the "Select Report" screen, Select Fields to include, be sure to include:
    a) From the Member section:

    i) Fam Unique ID
       ii) Mem Unique ID
       iii) Env Number

    b) From the Calc Fund section (this fund section allows for date range selection):
    i) Calc Fund Hist Activity Name
         ii) Calc Fund Hist Amount
         iii) Calc Fund Hist Batch
         iv) Calc Fund Hist Check Number
         v) Calc Fund Hist Date

  6. Save/OK. This brings you to the “Overview” screen.

  7. In the “Overview” screen, click Edit to the right of report name and change to “Contributions”.
    a) Export Filename: click on the file name to change name and location for export
    b) File Format: Choose Comma Separated Values (CSV)

  8. Click Next, twice.

  9. From Selection Information Tab, check:

    a) Include Active
    b) Inactive
    c) Deceased members
    d) Set desired date range

  10. Click Build


Once you have completed your export, click here to learn how to import your information into Elvanto!

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