It is one of our goals here at to make data migration as painless as possible. follow the directions below on how to export information out of your current Servant Keeper account.

If at all possible, please do not edit the exported files. But if you have to, please save them and send them to us as Excel spreadsheets (.xls, .xlsx) and NOT as .csv files

Exporting People

  1. Within Servant Keeper, navigate to "Group" > "Add Group" > "selections and lists"
  2. This Brings up the Add/Edit Group Window
  3. Call the Report "Tithely_People"
  4. Checklist the search results using "individuals" (not families)

                 a) Select a field to search, use "Individual ID"
                 b) Select how to search the field: "Is not Blank"
                 c) Enter the item to search for: leave this field blank
                 d) Add Criteria [+ Add] (click the add button)

5. Click "Select Fields" button:

Select all the fields that you wish to import. You must include "Individual ID" and "Family ID". When you are done selecting, click "Save".

6. Click "Save" button
7. You are now back at the Group Keeper main menu
8. Double Click the report "Tithely_People". This will bring up the preview.
9. Click "Options"-> "Export Group" -> "Excel"
10. Save it where you can find it.

Exporting Giving

On some versions, some menus and buttons have different names, but the basic outline is the same.

  1. Within Servant Keeper, open up Contribution Manager
  2. Navigate to "File" > "Save As (Export)" or "Export" > "List Individual Contributions"
  3. Check "Show Split Trans Detail"
  4. Click the "Individuals" radio button
  5. Click "Select fields

                 a) Select "Individual ID
                 b) Select "Family ID"
                 c) Select all fields related to contributions - Account, Amount, Tax, Type, Batch Date
                 d) Click "Save"

6. Check "Include Inactive People"
7. Click "Find" button
8. You may be asked about stopping at 500 rows, just click "NO"
9. Click "Export"-> "Microsoft Excel"
10. Save it where you can find it.

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

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