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 CDM+ account for import into Elvanto.
How to Export People from CDM+
- Login to your CDM+ account.
- Navigate to Membership and select Export.
- Within the export window, select Individual Export.
- Under Advanced Search, select Configure Advanced Search.
- Set the criteria as "Last name not equal to [blank]," to select all people that have a last name (which should be everyone).
- Click Add, and name the report "Tithely". After which, select the Breeze report.
- Click Modify, and select all desired fields. Include Giving Unit Code if importing giving data.
- Click Refresh Data (circular arrow icon).
- Set Export Format to Delimited (Text).
- Check the Include Header Row option.
- Set delimiter to Comma.
- Click Export.
How to Export Giving from CDM+
- Login to your CDM+ account.
- Navigate to Contributions and select Reports.
- Next, choose Export and set your desired date range.
- Set export format to: Delimited.
- Delimiter: Select Custom and use the pipe symbol (|).
- Create a new set of fields to export with Add called "Tithely" and select these fields:
- Giving Unit Salutation under Giving Unit (no individual first names for Contributions).
- Giving Unit Last Name under Giving Unit.
- Contribution Date under Contributions.
- Total Contribution Amount under Contribution.
- Description under Giving Fund.
- Payment Type under Contribution.
- Check Number under Contribution.
- Contribution Breakdown and Contribution Breakdown Amount under Contribution.
- Export the giving information.
Once you have completed your export, click here to learn how to import your information into Elvanto!