At Tithe.ly we strive to make data migration as painless as possible. The instructions below will guide you through how to export People and Giving information out of your current Church Windows account to be imported into Tithe.ly ChMS.



Exporting People

Please Note: Church Windows has many versions. For this reason, there are two routes you can take to export your data. Try method one first, if that doesn’t work, please use the second.

Method One:

  1. Within Church Windows, navigate to Membership > Reports > Directory > Export. This should open a ‘Print Membership Reports’ Window.
  2. Under the People tab make the following selections:
    a) Select a membership field: choose Individual #.
    b) Make selections: Is not Blank.
    c) Click the + Selection button.
    i) Check "Members, Visitors, and Terminated/Inactive (if desired).
    d) Click the "Next" button at the bottom of the screen. This should open a ‘Selections for Membership Report’ Window.
  3. In the ‘Selections for Membership Report’ Window, under the Options tab, make the following selections:
    a) Select Mail Merge/Export.
    b) Click the + button to add a report. Name it "Breeze_People".
    c) Click the Select Fields button. Select all fields.
  4. Under the Export Options section, make the following selections:
    a) For File, click the ... button and select the location of the export file
    Ex: C:\Temp\Breeze People.csv
    b) Select Comma as the Delimiter.
    c) Check Include year on Birth Date.
    d) Make sure it's not only for children.
    e) Enter "Breeze People" in the Export Name field.
  5. Click the Export button at the bottom of the screen.

Method Two:

  1. Within Church Windows, navigate to Membership.
  2. Click the Contact List button at the bottom right corner of the window.
  3. In the Contact List window click the Print button in the top row of buttons. This will open a Report Format window. Make the following selections:
    a) Select Mail Merge/Export.
    b) Check Include year on Birth Date.
    c) Make sure it's not only for children.
  4. Click the New + button, this will open a Mail Merge/Export window. Make the following selections:
    a) Title: "Breeze_People"
    b) File Name: c:\temp\breeze_people
    c) Separate fields with: {Comma} ()
    d) Uncheck Include at End of Record.
    e) Select the fields to import: click the Add all >> button to get everything.
    f) Click the OK button.
  5. Click the Next button. When the preview of the report appears the export file has been created at the identified location.



Exporting Givings

There are 2 versions of Church Windows. If you have the version that has "Donations" then you can export the givings easily. If you have the version with "Contributions" then you can only export the givings one year at a time to a PDF file.

Donations Version

  1. In Church Windows, navigate to Donations > Reports/Export > Donation Reports > Donations Log Report.
  2. In the Donations Log Report Window:
    a) Filter tab: Set Date Range
    b) Column tab: Set Columns & Suppression
    c) Select these Columns:
    Trans #
    Donation Date
    Batch Code
    Check #
    Account
    Amount
    Account ID
    Account Name
    Pymt. Method
    Line Item Comments
    Giver Name
    Giver #
    d) Check Suppress repeating transaction data.
  3. Click the Select Print button. This will open a Preview window, in this window you will:
    a) Click the Disk icon (Export Document).
    b) Select Excel Document.
    c) Save the file.

Contributions Version

Please Note: This is a method of last resort. This method produces a PDF file that can be very difficult to process. If the total number of contributions to import is relatively low (1-5 pages) it may be easier and faster to enter this manually. We will still assess files produced by this method, but the work required to produce an importable file from the PDF may exceed the potential amount of time needed to do this by hand.

  1. Within Church Windows, navigate to Contributions > Special Functions > Contribution Profile > Change Date.
  2. Select the year you’d like to export.
  3. Create PDF
  4. Within Church Windows, navigate to Contributions > Reports > Log Report.
  5. Click the Select Printer button.
    a) Select PDF if possible, if not available select XPS.
    b) Click the Next button.
    c) Click the Print All button.
    d) Save the file.

You can only save one year at a time, repeat steps for each year you would like to export.

Once you have your exported information, click here to learn more on how to import that information into Tithe.ly ChMS!

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