At Tithely, we strive to make data migration as painless as possible. The instructions below will guide you through how to export People and Giving information from your current ChurchTrac account for import into Elvanto.
How to Export People from ChurchTrac
- Login to your ChurchTrac account.
- Navigate to People/Family Screen > Custom Reports.
- Select a Custom Report and click the + button.
- Choose whom to include in the export. Include only the Names from the selected smart list: "Everyone".
- Select Report Fields & Options.
- Add all the fields you want included in the export. To add a field click +. New fields are added to the bottom of the list.
- Click Export to CSV.
How to Export Giving from ChurchTrac
- Login to your ChurchTrac account.
- Navigate to Giving/Pledges Screen > Giving Reports.
- Fill in Start Date and End Date.
- Select Category Detail by Date.
- List each contribution given to this category: "All Categories" between the dates above.
- Click Export to CSV button.
Please Note: ChurchTrac does not include column headers. It's a good idea to go through your downloaded files and add column headers.
Once you have completed your export, click here to learn how to import your information into Elvanto!