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 out of your current MaxPro account to be imported into Elvanto.
How to Export People from MaxPro
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Login to your MaxPro account.
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Navigate to "People" > "Person Roster".
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Click the top box to select everyone (far left column at the top).
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Click the "Export to Excel" option at the far right column at the top.
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Click the "Export All Fields" box (located in the Export Information section).
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Click the "Export" button at the bottom of the page.
How to Export Giving from MaxPro
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Login to your MaxPro account.
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Navigate to "People" > "Person Roster".
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Click the top box to select everyone (far left column at the top).
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Click the "Export to Excel" option at the far right column at the top. Make the following selections:
a) Export Information Section: Check "Gifts"
b) Gift Information Section: Check all fields in this section
c) General Information Section: Select ID # (in MaxPro), First Name, and Last Name
d) Address Information Section: Select Household ID -
Click the "Export" Button.
Once you have completed your export, click here to learn how to import your information into Elvanto!