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 The City account.
- Sign in to The City
- Navigate to the Admin section (click the gear Icon at the top next to "Help")
- To Export People
a) Use the people export option within the Admin section to export people in a CSV file
4. To Export Giving
a) In the Admin section, expand the Financial menu.
b) Click Reports
c) Select Data Export
d) Click Export Data
e) After a few minutes, click Refresh below the queue at the bottom of the page.
f) When the report is ready, click ZIP to download a zip file of all your financial CSV spreadsheets.
5. To Export Groups
a) Select the group "Church" (this should be the whole church) and click "Search"
a) This will place the Group below the search box. Select it.
a) From the Left click "View Participants".
a) At the bottom you will see "Participant Reports"
a) Click the "Export Active and Inactive Participants to CSV"
a) Click "Refresh until the File "CSV" is clickable.
a) Click "CSV" and that will show you the data in the web browser.
a) Select all the data (Ctrl + A) and copy and paste into Excel or Notepad 1
Unfortunately we're not aware of a direct Excel or CSV export and so pasting the results into a file provide something to work with. If you need help converting these results into a usable spreadsheet, we would love to help.
Additional Note: If there are Offline Participants, click the tab and click "Export Offline Participants to CSV" and go throught the same process to save it. to get group information, you do the same thing. Create a new notepad file, and append the results of each group into it. To export all the groups (this is just a list of groups, not participation data) In the admin paenl (access it by clciking the gear icon at the top right, next to "help" link) Click Groups Click +Export Groups to CSV. There is no Bulk group participation export, you have to export each group individually.