export list
complete
B
Brittany Wickstrom
complete
Earlier this year we added the ability to export the People list to CSV or PDF. You can either export your entire list or set a filter or View and then export from there for a more segmented list. For more information on how this is done, check out this help center article: https://help.tithe.ly/en/articles/5983147-export-people-from-tithe-ly-people.
We do expect to add to this export option in the future, making it even more robust.
J
J. Bautista
When working through the people lists with various teams it would be very helpful to export the current view. Especially for year-end tax reasons. My current process which is awful is as follows: I have to go into 1.0 giving to export a list of all donors and then do a side-by-side screen compare while paring down my export list. Then I can send it to our team (3-4 different people that enter gifts and work welcome table) to track down emails and other missed info.
Keep in mind I have to do this for each list I'm trying to generate. When doing taxes I will typically have about 5-10 different lists to rectify.
C
Christ Presbyterians
For me, trying to figure out the column headings for each field would go a LOT easier and less time consuming if I could export what I currently have in the database. I've gone through a number of imports to "test" out my column headings (to also find that it is case sensitive!). I have also downloaded your template CSV twice of a few months only to discover that they were different!! So if we could export, we would have the layout immediately, and if you change that layout, another export would also resolve that!
B
Brittany Wickstrom
Christ Presbyterians: Hello! I just wanted to let you know that we have since updated the Import from CSV tool in Tithely. We now include a template to start with, with all of the available headings for import! Additionally, we allow for importing data to custom fields now. You can learn more about how we've updated this tool here: https://help.tithe.ly/en/articles/6231890-importing-contacts-and-member-data-into-tithe-ly-people#h_031e222c51.