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 People Driven Software account.
Within People Driven Software:
- Select Reports and Mailings (at top of the screen)
- From the Reports and Mailing Screen, select:
a) Radio button Custom Search -> select binocular icon
b) Create custom search > name Breeze People
c) Field dropdown -> Last Name
d) Condition -> is not empty -> add criteria
3. Back on Reports and Mailing screen, select:
a) Radio button Output a record for each person
b) Output -> Radio button List
c) Radio button Excel Spreadsheet format
5. Choose create Excel file
6. Note: There is not an option for choosing field output
7. Run other predefined reports that have the data in them, preview, export, save as an Excel file
After you have done this, click here to learn more on how to import that information into Elvanto!