At Tithely, we strive to make data migration as painless as possible! The directions below will walk you through how to export People and Giving information from your current Assist 2001 account.
How to Export People from Assist 2001
- Login to your Assist 2001 account.
- Navigate to File, then select Open, and then Form.
- Select Data Entry.
- Click the Utilities icon in the top right.
- Change separation to be by comma, not tab.
- Select the Main file for exporting People (sorting by date can be helpful to see actively used files).
- Select Excel as your file export data type and export.
How to Export Giving from Assist 2001
- Login to your Assist 2001 account.
- Navigate to File, then select Open, and then Form.
- Select Data Entry.
- Click the Utilities icon in the top right.
- Change separation to be by comma, not tab.
- Select the Giving file (sorting by date can be helpful to see actively used files).
- Select Excel as your file export data type and export.
Once you have completed your export, click here to learn how to import your information into Elvanto!