At Tithely we strive to make data migration as painless as possible. The instructions below will guide you through how to export People, Groups, Giving and Envelope information out of your current IconCMO account to be imported into Elvanto.
How to Export People from IconCMO
-
Login to your IconCMO account.
-
Navigate to "People" > "Members" > "Mem-Export" > "Members & Address".
-
Select the Member Status: Everyone.
-
Check "Excel Report".
-
Click the "Show Report" Button.
How to Export Groups from IconCMO
-
Login to your IconCMO account.
-
Navigate to "Groups" > "Grp-Reports" > "All Categories, their Groups & Members".
-
Check "Excel Report".
-
Click the "Show Report" Button.
How to Export Giving from IconCMO
Please Note: If you have a large number of contributions you may need to perform this several times. The report will cut-off if it exceeds the maximum spreadsheet size. If this applies to you, we recommend exporting a year at a time.
-
Login to your IconCMO account.
-
Navigate to "Contributions" > "Funds & Pledges".
-
Click "Reports".
-
Scroll down the list of reports. Locate and select "Posting Journal Reprint".
-
Select Journal Numbers for the date range of contributions you'd like to export.
-
Select "Excel Report".
-
Click the "Show Report" Button.
How to Export Envelopes from IconCMO
-
Login to your IconCMO account.
-
Navigate to "Contributions" > "Env-Reports" > "Master Envelope List".
-
Check "Excel Report".
-
Click the "Show Report" Button.
Once you have completed your export, click here to learn how to import your information into Elvanto!