This new data export type allows you to generate a file with your Givelify contribution data that excludes “meta” or “header” information. This report is organized more efficiently for syncing with your church management system of choice.
To generate this report, follow these steps:
- On the Donations tab, select Data Export
- Select Get report on the Import-friendly option
- Select your own start and end dates, or choose a predetermined date range from the drop-down list
- Select Comma Separated Values (.csv)
- Comma Separated Values (.csv) is used for importing data into another system, like a church management or accounting system
- Select Export Info
The Import-friendly file format report includes fields for your member IDs and fund IDs that correspond to your church management system so that you can use this file to directly import into your external system.
You can assign the Member IDs or Envelope number from your church management system to the Givelify donors in two simple steps:
- Select the Donors tab
- Select Assign below the donor name as shown below
You can also map your Fund ID or Fund name that you use in your church management system to Givelify Envelopes by following these steps:
- Select Settings
- Select Envelopes
- Choose an existing envelope to Edit or create a New Envelope
- Enter the External Fund Name/# from your church management system that corresponds with the envelope
- Select Update
