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Realm - Export Instructions

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Erik Johnson
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Summary: This guide provides detailed steps for exporting essential People and Giving data from Realm (ACS Technologies) and preparing it for import into Tithely, focusing on using the Custom Query for people data and the Detailed Giving report for contributions.

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 Realm

  1. Select Reports from the left menu.
  2. Select Custom Query.
  3. Find People using the field "Family Name" and the parameter "is not blank."
  4. Click Show Results.
  5. Click Preview, then Edit Columns.
  6. Select all the columns you'd like and Click Apply.
  7. Click Preview and then Download as "Individual List (.csv)."

 

Exporting Giving Data from Realm

  1. Select Reports from the left menu.
  2. Click on Predefined Reports.
  3. Select Giving from the top menu.
  4. Click on Detailed Giving and choose "Edit and Run."
  5. Set the Date Range.
  6. Do not click or Change "Fund" or "Payment Type."
  7. Click "Run."
  8. After the Report generates, click the printer icon and click "Export (.csv)."

 

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 Realm 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

  • Why must I set the "Family Name is not blank" filter for People? This is the most efficient way to select all individuals in the People database for a complete export.
  • Can I change the Fund or Payment Type when running the Giving report? No, you must not click or change "Fund" or "Payment Type" during the report setup to ensure you capture the complete giving history.
  • 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.

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