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CDM+ - Export Instructions

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Erik Johnson
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Summary: This guide provides step-by-step instructions for exporting essential People and Giving data from CDM+ and preparing it for import into Tithely, detailing the specific fields and settings required within the CDM+ export window.

Before You Begin

  • If you get stuck or would prefer to have us import your data (at no additional cost), don't hesitate to reach out to our support team.
  • Important: Keep the first row (column headers) of the Tithely template file intact.
  • Giving Data Note: Importing Giving data is limited to our Move-In team. You must Submit a Move-In Request form for your Giving data import.

Step-by-Step Instructions

Exporting People Data from CDM+

  1. Navigate to Membership and select Export.
  2. Select Individual Export in the export window.
  3. Under Advanced Search, select Configure Advanced Search.
  4. Set the criteria as "Last name not equal to [blank]," and Click Add. Name the report "Tithely People."
  5. Click Modify on the new report and select all desired fields. Include Giving Unit Code if importing giving data.
  6. Click Refresh Data (circular arrow icon).
  7. Set Export Format to Delimited (Text), Check the Include Header Row option, and Set delimiter to Comma.
  8. Click Export.

 

Exporting Giving Data from CDM+

  1. Navigate to Contributions and select Reports.
  2. Choose Export and set your desired date range.
  3. Set export format to Delimited.
  4. Delimiter: Select Custom and use the pipe symbol ().
  5. Create a new set of fields to export with Add called "Tithely" and select these fields:
    • Giving Unit Salutation, Giving Unit Last Name (under Giving Unit)
    • Contribution Date, Total Contribution Amount, Payment Type, Check Number (under Contribution)
    • Description (under Giving Fund)
    • Contribution Breakdown, Contribution Breakdown Amount (under Contribution)
  6. Export the giving information.

 

Importing Data into Tithely

  1. Sign in to your Tithely account and Click the User and Organization Settings button.
  2. Select Bulk Tasks from the dropdown menu.
  3. Click the category on the left that you'd like to import (e.g., People, Tags).
  4. Download the template file and Remove the sample data.
  5. Populate the template file by copying and pasting applicable columns from your CDM+ exported file(s). Important: Keep the first row (column headers) intact.
  6. Save the file as a .CSV file type.
  7. Use the same screen to upload your file to complete the import.

At this time, importing Giving data is limited to our Move-In team. Please submit a Move-In Request form to import your Giving data here: Submit a Move-In Request for your Giving data

Troubleshooting & FAQs

  • How do I get my Giving data imported? Importing Giving data is limited to our Move-In team. You must Submit a Move-In Request form to import your Giving data.
  • What delimiter should I use for Giving data export? The recommended delimiter for Giving data export from CDM+ is the pipe symbol ().
  • Why must I include the Giving Unit Code in the People export? This code is essential for associating the correct giving records with the individual person when importing contributions.
  • For more details on importing data into Tithely, see our documentation on importing.

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