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 Membership Plus account to be imported into Elvanto.
How to Export People from Membership Plus
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Login to your Membership Plus account.
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Navigate to "File" > "Export".
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Select "Begin a new export".
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Select "Individuals/Families/organization".
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Select all the fields you'd like imported. Add the following fields if available:
a) Member ID
b) Family ID
c) Address
d) Home phone number
e) Work phone number
f) Cell phone number
g) Email address -
Select "Delimited".
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Choose a filename and click "Export".
How to Export Giving from Membership Plus
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Login to your Membership Plus account.
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Navigate to "Reports" > "Report Generator" > "Contribution Reports (folder)" > "Contribution Statement Detail".
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Make the following selections. There will be 4 tabs:
a) Options Tab: Select "Include All" (deductible and non-deductible)
b) Filter/Sort Tab: Select "All Individuals"
c) Format Tab: Nothing to select here
d) Preview Tab: Select "All Individuals" -
Set the "All Dates" for the date range and click the "Preview" button.
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Click the "Export" button.
Once you have completed your export, click here to learn how to import your information into Elvanto!