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Data Migration from Fellowship One (F1) to Elvanto

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At Tithely, we strive to make data migration as painless as possible. The instructions below will guide you through how to export People, Giving, Attendance, Notes, Attributes, and Groups information from your current Fellowship One account for import into Elvanto.

How to Export People from Fellowship One

  1. Login to your Fellowship One account.
  2. Go to reports (far right on the menu bar).
  3. Search for P9400 (top black bar search box) and select v3.2.
  4. Select "Ignore This" for Group fields.
  5. Select the following fields to display:
    • Household Fields: "Household ID" and “Home Phone”
    • Individual Fields: "Select all fields".
  6. Select the following Output fields:
    • Separate Email Columns "Yes".
    • Separate Phone Columns "Yes".
  7. Select the following display options:
    • 1st Address: "Primary" (this selection will trigger the next pull down).
    • These Fields for each Address: “Select all except full address”.
  8. Select "Excel" as the Output Type.
  9. Run Report.
  10. When the Report has run, download the file to your computer.
  11. Open the file in Excel and Save As a CSV file type.

How to Export Giving from Fellowship One

  1. Login to your Fellowship One account.
  2. Go to reports (far right on the menu bar).
  3. Search for G1050 (Core Giving Records v3.0).
  4. Set the following criteria for Return Giving Records:
    • Based on this date: "Received Date".
    • Week starts on: "Sunday".
    • Occurring within this Date Range: "Custom Date Range".
    • Occurring after this time: "Ignore This" (If not selected this will cause an error).
    • Occurring before this time: "Ignore This" (If not selected this will cause an error).
    • Belonging to Batches: "Ignore This" (If not selected this will cause an error).
  5. Set the following criteria for choice fields and configure output:
    • Page/Sheet: "Ignore This".
    • Subgroup with Subtotal on: "Ignore This".
    • In the Multi Select Box, select Gift Columns to display:
      • All Trans by ID
      • ACH, Check, Cash, BankCard
      • Batch Date
      • Batch Name
      • Contribution or Receipt
      • Contribution Attributes
      • Contribution Subtype
      • Create Date
      • Fund
      • Fund account Reference description
      • Memo
      • Received Date
      • Reference (check number)
      • Sub Fund
    • In the Multi select box, select Contributor Columns to display:
      • Contributor ID
      • Contributor Full Name
      • Contributor Last Name
      • Giving Unit ID
      • Giving Unit Full Name
      • Giving Unit Last Name
      • Household, Individual or Organization (needed to get correct name)
      • Mem/Envelope #
    • In the Multi select box, select "Primary Address columns to Display" and select "Ignore".
    • In the Multi select box, select "Grand total columns to display" and select "Ignore".
    • Display total amount field: "Yes".
    • Sort Records by: "Received Date & Time".
    • Output to labels field: "No".
    • Select Excel as your output type.
  6. Run Report.
  7. Click on the "Queue" link (top black bar) and when your report is ready, download it to your computer.
  8. Open the file in Excel and Save As a CSV file type.

How to Export Attendance from Fellowship One

  1. Login to your Fellowship One account.
  2. Go to reports (far right on the menu bar).
  3. Search for M1211 Core Attendance Records v3.1.
  4. Select the following People options:
    • "Anyone Attending and is Assigned or in a Group".
    • "Anyone Attending and is not Assigned in a Group".
    • Occurring within this time Period: "Custom Time Range" (we recommend doing a year at a time).
  5. Select the following Activity Attendance options:
    • For Return Group Attendance: "Don't Return Group Attendance".
    • For Get these Spans of Care: "Ignore this".
    • For Get these Group Types: "Ignore this".
    • For These Campuses: "Ignore this".
    • For Get these Groups: "Ignore this".
    • For List inactive/past Items too?: "No".
    • For Base on the Role/type: "No".
    • Activity Participants.
    • Activity Volunteers/Staff.
    • For Get these Activities types (Campuses): "Ignore this".
    • For These Ministries: "Ignore this".
    • For Get these Activities: "Ignore this".
    • For Get these Activity schedules/service times: "Ignore this".
    • For These Report Folders: "Ignore this".
    • For Get These Rosters: "Ignore this".
    • For These Breakout Groups: "Ignore this".
    • For These Volunteer/staff types: "Ignore this".
    • For These Volunteer/staff Jobs: "Ignore this".
  6. Choose Fields to Display:
    • For Activity/Group fields to Display: "Don't Display".
    • For individual fields to Display: "Individual ID".
    • For HouseHold fields to display: "Don't Display".
    • For Primary Address fields to display: "Don't Display".
  7. Configure output:
    • For Page/sheet Break: "Ignore this".
    • Attendance Columns to display:
      • Attendance by Activity/Group and Date.
      • Attendance Totals and Percentages.
      • For Create Labels/Groups using: "I am not outputting to label or groups."
    • Additional Fields: Ignore this section.
    • Select Excel as your output type.
  8. Run Report.
  9. Click on the "Queue" link (top black bar) and when your report is ready, download it to your computer.
  10. Open the file in Excel and Save As a CSV file type.

How to Export Notes from Fellowship One

  1. Login to your Fellowship One account.
  2. Go to reports (far right on the menu bar).
  3. Search for M4010 (top black bar search box).
  4. Select "M4010 - Core Contact & Note Summary (v2.5)".
  5. Enter the following criteria for Contact Data:
    • Return Contacts Belonging to this Level: "Both Household and Individual Level Contacts".
    • List Inactive Forms & Items too?: "No".
    • For these specific Contact Forms: "Pick".
    • Return & display these contact items: "Ignore this".
    • Change in this manner: "All Changes in Period".
    • Occurring within this Time Period: "Custom Date Range".
    • Contact Custom Date on or After: "1/1/1900".
    • Contact Custom Date on or Before: current date.
    • Currently in this Status: "Ignore this".
    • Having this Disposition: "Ignore this".
    • Currently Assigned to This Person: "Ignore this".
    • And this Ministry: "Ignore this".
  6. For Personal Notes Summary:
    • Return Notes Belonging to this Level: "Both Household and Individual Level Notes".
    • Return & Display these types of Notes: "Ignore this".
    • Change in this manner: "All Changes in Period".
    • Occurring within this Time Period: "Custom Date Range".
    • Contact Custom Date on or After: "1/1/1900".
    • Contact Custom Date on or Before: current date.
    • Entered/Last Updated By: "Ignore This".
    • Household/Individual Fields to Display: "Ignore this".
    • Page/Sheet Break on: "Ignore This".
    • Sort Records by: "Last Name".
    • Households in Temporary Group will consist of: "I am not outputting to Labels or Groups".
  7. Select "Excel" as the output type.
  8. Run Report.
  9. Open the file in Excel and Save As a CSV file type.

How to Export Attributes from Fellowship One

  1. Login to your Fellowship One account.
  2. Go to reports (far right on the menu bar).
  3. Search for A2501E (top black bar search box).
  4. Select "Export Attributes".
  5. Select CSV as the output type.
  6. Click the "Run Report" button.
  7. Repeat step 4 until you have all the Attribute options you would like to be imported.

How to Export Groups from Fellowship One

  1. Login to your Fellowship One account.
  2. Go to reports (far right on the menu bar).
  3. Search for P9500 (Groups 2.0 Export v2.0).
  4. Select the following options:
    • For Return These Pages: "Ignore".
    • List inactive members/Leaders on Sheet 5 Also?: "No".
  5. Select Excel as the output type.
  6. Run Report.
  7. Click on the "Queue" link (top black bar) and when your report is ready, download it to your computer.
  8. Open the file in Excel and Save As a CSV file type.

Additional Export Report Names and Report Codes (if applicable)

  • Organizations (A2505E)
  • Background Checks (M3751 V 1.1)
  • Head count for ministry events (M1350E)
  • Assignments (M1400 v2.7)

Once you have completed your export, click here to learn how to import your information into Elvanto!

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