At Tithely, we strive to make data migration as painless as possible! The directions below will walk you through how to export People information from your current CFS Live account for import into Elvanto.
How to Export People from CFS Live
- Log in to your CFS Live account.
- Click Download Data.
Notes on Export:
- The tables do not have column headers, you will need to add them after the export.
- The Household ID and Family Status (h, s, d) are used to tie the tables together.
- To figure out Family Status, use the following information:
- The Household table has the head of household in the name fields, and spouse is in the spouse name fields.
- Dependents are in the Dependent table.
Once you have completed your export, click here to learn how to import your information into Elvanto!