Summary: This guide provides step-by-step instructions for importing your People and other non-financial data from Excel into Tithely using our bulk import tools.
Before You Begin
You must have Administrator access to your Tithely account.
Important: At this time, Giving data can only be imported by our Move-In team. Please use the steps below to export your non-financial data, and then submit a separate request for your giving data.
Step-by-Step Instructions
Sign in to your Tithely account. Click the My Organization menu in the top right corner and select Bulk Tasks.
Select the category you would like to import from the list on the left (e.g., People, Tags).
Download and open the provided template file.
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Copy the data from your Excel export and paste it into the appropriate columns in the Tithely template.
Note: You must remove the sample data from the template, but do not delete the first row (column headers).
Save your populated template as a .CSV file type.
Return to the Bulk Tasks screen and upload your saved .CSV file to complete the import.
Troubleshooting & FAQs
How do I import my Giving data? Importing Giving data is a specialized process handled by our Move-In team to ensure accuracy. Please submit a request here: Submit a Move-In Request for your Giving data.
My import file is failing. What should I check? Ensure that you have not altered or deleted the original header row in the template file. Also, verify that you have saved your final file in the .CSV format, not .XLS or .XLSX.
Can you help me with this process? Yes! We are happy to help you transition your data smoothly at no additional cost. If you get stuck or have questions, please reach out to our support team (support@tithe.ly).