1. Tithely
  2. Help Center
  3. Additional Information
  4. Export Instructions

Logos - Export Instructions

Avatar
Erik Johnson
Updated:

Summary: This guide provides detailed instructions for exporting essential People, Giving, and Funds data from Logos and preparing it for import into Tithely, detailing the specific reports and field selections required within the Logos system.

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.
  • When exporting from Logos, files are often saved to the c:/Temp directory if a specific path isn't chosen.

Step-by-Step Instructions

Exporting People

  1. Navigate to the People tab Other Reports Selections Profiles.
  2. Check the box next to "Full Individuals Profile" and "Print Flagged Persons".
  3. Click Next (enter report name).
  4. Click Next (leave blank).
  5. Select Fields: Click >> to select all fields.
  6. Click Next.
  7. Check Export Microsoft excel 5.0 or greater.
  8. Click Print, fill in the File Name, check Save to Local Drive, and Click Save.

 

Exporting Giving Contributions

  1. Navigate to Contributions tab Donor Lists.
  2. Check the box next to "Transactions by date (export)" (ensure you select the option with (export)).
  3. Set the Start Date and End Date.
  4. Click Next.
  5. Check all of the funds.
  6. Click Next.
  7. Select the following Fields: Envelope Number, ID #, Membership Number, Name.
  8. Click Next.
  9. Check Export and Select Excel 5.0 or Greater.
  10. Click the Print button to save the file.
    • Non-Deductible Givings: Run the report again and select "Non-Deductible Transactions by Date" from the first screen if needed.

 

Exporting Funds

  1. Navigate to the Contributions tab Manage Funds (dollar sign icon).
  2. Click the printer icon.
  3. Select Excel 5.0 or Greater.
  4. Click the Print button.

 

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 Logos 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 ensure I export all people fields? In Step 5 of People Export, Click >> to select all available fields for a comprehensive export.
  • Why do I need to select the "Transactions by date (export)" option? The (export) tag indicates the correct report format needed for data migration; selecting the non-export version will likely cause issues.
  • Where should I look for the saved export file? The file will likely be saved in the c:/Temp directory if a different path was not chosen during the save process.
  • For more details on importing data into Tithely, see our documentation on importing.

Articles in this section

See more