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

Aplos - Export Instructions

Avatar
Erik Johnson
Updated:

Summary: This guide provides the necessary steps for exporting People and Giving data from Aplos and preparing it for import into Tithely, detailing the specific reports and actions required within the Aplos Donor Management and Reports sections.

Before You Begin

  • If you get stuck or prefer us to import your data (at no additional cost), reach out to 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.

Step-by-Step Instructions

Exporting People Data from Aplos

  1. Navigate to Reports.
  2. Choose the Contact Details report.
  3. Click the orange plus sign to add desired fields (such as address) to the report.
  4. Under Report Actions, Click Export to export the file to Excel.

 

Exporting Givings Data from Aplos

  1. Navigate to Donor Management.
  2. Select Donation Reports and then Donations by Contact.
  3. Set your desired date range.
  4. Under Report Filters, choose Funds and then select all of them.
  5. Select Download to export the report.

 

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 Aplos 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 all my desired fields are included in the People export? When choosing the Contact Details report, you must manually Click the orange plus sign to add all desired fields (like addresses) before exporting.
  • Why do I need to select all funds for the Givings export? Selecting all funds ensures you capture a complete record of all donor contributions within the specified date range.
  • 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.

Articles in this section

See more