Data Migration from Parish Data Systems to Elvanto

Login to your Parish Data Systems account.

Navigate to the Reports menu.

Select Member Reports. This will bring up the “Select Report” screen.

Make the following selections on the “Select Report” screen:
a) Select Add (this is in the footer of the dialog box)
b) Select Export to create a custom export

Select Fields to include in export file, be sure to include:
a) Fam Unique ID
b) Mem Unique ID
c) Env Number

Save/OK. This brings you to the “Overview” screen”.

On the "Overview" screen make the following selections:
a) Click Edit to the right of report name and change to “Tithely People”

b) Export Filename: click on the file name to change name and location for export.
c) File Format: Choose Comma-Separated Values (CSV)

d) Click Next

From Selection Information Tab, check:
a) Include Active
b) Inactive
c) Deceased members

Click Build

Login to your Parish Data Systems account.

Navigate to the Reports menu.

Select Contribution Reports. This brings up the “Select Report” screen.

In the “Select Report” screen make the following selections:
a) Select Add (this is in the footer of the dialog box)
b) Select Export to create a custom export

Still in the "Select Report" screen, Select Fields to include, be sure to include:
a) From the Member section:

i) Fam Unique ID
   ii) Mem Unique ID
   iii) Env Number

b) From the Calc Fund section (this fund section allows for date range selection):
i) Calc Fund Hist Activity Name
     ii) Calc Fund Hist Amount
     iii) Calc Fund Hist Batch
     iv) Calc Fund Hist Check Number
     v) Calc Fund Hist Date

Save/OK. This brings you to the “Overview” screen.

In the “Overview” screen, click Edit to the right of report name and change to “Contributions”.
a) Export Filename: click on the file name to change name and location for export
b) File Format: Choose Comma Separated Values (CSV)

Click Next, twice.

From Selection Information Tab, check:

a) Include Active
b) Inactive
c) Deceased members
d) Set desired date range

Click Build