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 Roll Call account.

Exporting People

Within Roll Call, navigate to "File" > "Export People"

  1. Criteria Tab

              a) Export Type: Custom
              b) Run for: Everyone
              c) Check "Include Deceased"

2. Column Tab
              a) Select the fields to import
              b) Include "Person No" (used to tie contributions to person)
              c) Return by: Individual
              d) Output: "Comma Separated (CSV)"
              e) Check "Include Headers"

3. View Record Tab
              a) Make no Changes

4. Click "Generate" button

Exporting Givings

Within Roll Call, navigate to 'Reports" > "Contributions" > "Contribution Detail" >

  1. Criteria Tab

              a) Select the Start and End dates
              b) Run for: Everyone

2. Column Tab
              a) Select the following columns
                           i) Donation Date
                           ii) Last Name
                           iii) First Name
                           iv) Donation Type
                           v) Check No
                           vi) Fund
                           vii) Amount
                           viii) Person No (used to tie contribution to person)
                           viv) Remarks
                           x) Batch ID
              b) Return by: Individual
              c) Output:
                           i) Check "Comma Separated (CSV)"
                           ii) Check "Include Headers"

3. View Record Tab
              a) Make no Changes

4. Click "Generate" button

5. Save as "Tab Formatted Text" document

Rows with no Person No. belong to the Person No. above. These rows are split transactions.

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

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