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Data Conversions

Export Contributions

To export Contribution data from Servant Keeper for import into CDM+ please follow the instructions listed below

  1. Open Contribution Manager

  2. Navigate to File Save As (Export) Individual Contributions.

  3. Check Show Split Trans Detail.

  4. Click the Individuals radio button.

  5. Click Select Fields.

    1. Select Individual ID.

    2. Select Family ID.

    3. Click Save.

  6. Check Include Inactive People.

  7. Click the Find button.

  8. You'll be asked about stopping at 500 rows, click No.

  9. Click Save As Microsoft Excel.

  10. Save it where you can find it.