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Servant Keeper - 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 Servant Keeper and preparing it for import into Tithely, focusing on using the Group Keeper for individual records and the Contribution Manager for financial data.

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.
  • When exporting, ensure you include Individual ID and Family ID in both People and Giving reports.

Step-by-Step Instructions

Exporting People Data (Group Keeper)

  1. Navigate to Group Add Group in Servant Keeper.
  2. Name the report (e.g., "Tithely_People").
  3. Check "list the search results using Individuals" (not families).
  4. Set the criteria: Select field: Individual ID; Select how to search: Is not Blank; Enter item to search for: Leave this field blank.
  5. Click Add Criteria [+ Add].
  6. Click Select Fields button. Be sure to include Individual ID and Family ID, and select all other necessary fields. Click Save.
  7. Click Save again to return to the main menu.
  8. Double Click the report "Tithely_People," then Click Options Export Group Excel. Save the file.

 

Exporting Giving Data (Contribution Manager)

  1. Open Contribution Manager in Servant Keeper.
  2. Navigate to File Save As (Export) Individual Contributions.
  3. Set your desired Date Range and Check Show Split Trans Detail.
  4. Click the Individuals radio button.
  5. Click Select Fields. Select Individual ID and Family ID. Click Save.
  6. Check Include Inactive People.
  7. Click Find. (Click No when asked about stopping at 500 rows).
  8. Click Save As Microsoft Excel. Save the file.
    • Note: If you have more than 65,000 results, you must split the Giving data into two reports by resetting the date range.

 

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 Servant Keeper 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 search for "Individual ID is not Blank" for the People export? This is the Servant Keeper method to select all individuals for a comprehensive export.
  • My Giving report has over 65,000 rows: You must split the Giving data into two separate reports by adjusting the date range (e.g., first half of the year, second half of the year) to ensure data integrity during export.
  • How do I ensure giving records are linked correctly? You must include both Individual ID and Family ID in the export fields for both the People and Giving reports.

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