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

Elvanto - Export Instructions

Avatar
Erik Johnson
Updated:

Summary: This guide provides detailed instructions for exporting essential People and Giving data from Elvanto and preparing it for import into Tithely, focusing on creating a Custom Report in the Admin Area to capture individual records and using the Batches report for financial 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.
  • When exporting People, you must include Member ID to ensure proper record matching in Tithely.

Step-by-Step Instructions

Exporting People Data from Elvanto

  1. Login to Elvanto, click the Menu button (right), and select the Admin Area.
  2. Navigate to Reports Add Custom Report Standard Report.
  3. Name the Standard Report.
  4. Set the criteria:
    • Display as: "Individuals."
    • Filter: Match "All of the Following Fields."
    • Filter: "People Category", "Contains", "Select All."
  5. Add all of the fields wanted, ensuring you include Member ID.
  6. Click Save & Generate.
  7. Click Export CSV.

 

Exporting Giving Data from Elvanto

  1. Navigate to Financial Reports Batches in the Elvanto Admin Area.
  2. Set the following fields:
    • Find Batches: "By Name."
    • Display: "Show All Trans."
    • Trans Type: "Both Tax + Non Tax."
    • Additional Batch Columns: Check All.
    • Additional People Columns: Select "Member ID", "Full Name."
    • Sort By: "Transaction Date Ascending."
    • Output: "Comma Delimited .csv."
  3. Click the Generate 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, Tags).
  4. Download the template file and Remove the sample data.
  5. Populate the template file by copying and pasting applicable columns from your Elvanto 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 include Member ID in the People export? The Member ID is the unique identifier needed to associate all other data (giving, attendance, etc.) with the correct person when importing into 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.
  • Why did I need to set the People Category filter to "Contains Select All"? This filter ensures your report captures all individuals currently categorized in your database for a complete export.

Articles in this section

See more