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 Parish Data Systems account.

Exporting People

  1. Within Parish Data Systems, start at Reports menu
  2. Select Member Reports
  3. This brings up the “Select Report” screen

               a) Select Add (this is not in reports listing but rather the footer of the dialog box)
               b) Select Export to create a custom export

4. Select Fields to include in export file, be sure to include:

               a) Fam Unique ID
               b) Mem Unique ID
               c) Env Number

5. Save/OK
6. This brings you to the “Overview” screen”
7. Click Edit to the right of report name and change to “Tithely People”
8. Export Filename: click on the file name to change name and location for export
9. File Format: Choose Comma Separated Values (CSV)
10. Click Next
11. From Selection Information Tab, check:

               a) Include Active
               b) Inactive
               c) Deceased members

12. Click Build

Exporting Giving

  1. Within Parish Data Systems, start at Reports menu
  2. Select Contribution Reports
  3. This brings up the “Select Report” screen

a) Select Add (this is not in reports listing but rather the footer of the dialog box)
b) Select Export to create a custom export

4. 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

5. Save/OK
6. This brings you to the “Overview” screen
7. Click Edit to the right of report name and change to “Contributions”
8. Export Filename: click on the file name to change name and location for export
9. File Format: Choose Comma Separated Values (CSV)
10. Click Next
11. Click Next
12. From Selection Information Tab, check:

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

13. Click Build

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

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