This guide walks you through the Manual Export integration process for the following ChMS:
- Servant Keeper
New Dashboard Differences
Admins that are used to the previous dashboard will notice some changes with the new updates. As a team, we recommend that you use the data export for a date range instead of a specific deposit. With the new updates, matching day based data exports to the deposits will not work effectively.
We also recommend one data export a week that includes all the completed gifts. It's best to wait at least 5 business days before pulling the custom export report, allowing time for the bank to settle. Keep in mind it won't match your deposits.
Manual Export Integration Process
- Navigate to your manager dashboard. Click on Organization (top banner) and click Data Export.
- Click on Select Profile and choose your ChMS from the dropdown menu. After choosing your ChMS, you’ll see the data formula to be used for that specific export.
- Choose the Transaction Type, Start Date, and End Date.
- Click Export Data!
🎉 Your data will be downloaded as an Excel or .CSV file that’s customized for your database.
NOTE: Shelby V5 Users click here for specific instructions about the import process.
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