ACS - Export Instructions

Summary: This guide provides detailed steps for exporting essential People, Address, and Giving data from ACS (Access ACS or ACS OnDemand) and preparing it for import into Tithely, focusing on the specific fields and advanced export settings required in ACS.

Before You Begin

• If you get stuck or prefer us to import your data (at no additional cost), contact our support team.
• Crucial: 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.
• If using ACS OnDemand, ensure you are logged into both OnDemand and the ACS product.

Step-by-Step Instructions

Exporting People

1. Sign in to ACS and Run a Search. (if you don't have ACS OnDemand installed, download it here).
2. Click Advanced Export and select Create New Export.
3. Select File Export, then click Next.
4. Title the export "Tithely People."
5. Group tab: Check Include Deactivated Records (if needed to match up historical giving).
6. Fields tab: Select desired fields. Be sure to select Individual ID, Family ID, and Envelope Number. (A good export includes Personal, Alternate Phones, Email Addresses, Comments, and Preferred Lists folders.)
7. Format tab: Select Microsoft Excel.
8. Click Filename to choose a location to save the file, then click Save and Close.
9. Click Run Export.

Exporting Extra Addresses

1. Sign in to ACS.
2. Navigate to Searches and Reports and select Reports.
3. Select People from the drop-down, then expand Lists--> and select Master Listing of Addresses.
4. In the lower sidebar: Select Use Report Setting for Search Results.
5. Click Customize. Under Report Options, uncheck Filter and select Address Types. (Max 5 types, so you may need to run this multiple times.)
6. Run the report, then Click the Print button and Print to file (Format as Excel).

Exporting Giving

1. Sign in to ACS.
2. Navigate to Searches and Reports and select Reports.
3. Select Contributions from the drop-down, expand Lists-->, and select Gift Detail Listing.
4. Within the Gift Detail Listing section: On the General tab, select your date range. On the Report Options tab, select your chosen funds and Include Deactivated People.
5. Click Preview.
6. Select Use Report Setting for Search Results. Click Customize.
7. Once the report is generated, click the View Report Data icon and Export to Comma Separated Values. (Note: The last field in the contribution table should contain the Family ID.)

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).
4. Download the template file and Remove the sample data.
5. Populate the template file by copying and pasting applicable columns from your ACS 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.

Troubleshooting & FAQs

• Why must I include Individual ID and Family ID in the People export? These IDs are crucial for accurately associating all other data (giving, attendance, etc.) with the correct person and family unit in Tithely.
• 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 for the Giving data.
• What if I can't export all my addresses at once? The Master List of Addresses report is limited to 5 Address Types. You may have to run this report multiple times to capture all address data.