At Tithely, we strive to make data migration as painless as possible. The instructions below will guide you through how to export People information out of your current People Driven Software account to be imported into Elvanto.
How to Export People from People Driven Software
Login to your People Driven Software account.
Select Reports and Mailings (at top of the screen).
From the Reports and Mailing Screen, select:
a) Radio button Custom Search > Select binocular icon
b) Create custom search > Name Tithe.ly People
c) Field dropdown > Last Name
d) Condition > is not empty > add criteria
Back on Reports and Mailing screen, select:
a) Radio button Output a record for each person
b) Output > Radio button List
c) Radio button Excel Spreadsheet format
Choose create Excel file
Please Note: You can run any pre-defined reports that have the data you'd like to export. Just select the report, click preview, export, and save as an Excel file.
Once you have completed your export, click here to learn how to import your information into Elvanto!