Export your giving from Servant Keeper

Export contributions from the Contribution Manager's Listings tool.

Where: Servant Keeper on the church computer where it's installed

Steps

01
Open Servant Keeper and go to the Contribution Manager.
02
Click the Listings button and choose List Individuals' Contributions.
03
Click the Year to Date button and change the dates to cover the last 18 to 24 months.
04
Leave all accounts (funds) checked, unless there are some you want to leave out.
05
Click Find. If you see a message about stopping at 500 rows, click No so every gift is listed.
06
Use Select Fields to make sure the list shows the person's ID, name, email, date, amount and account.
07
Click Export and choose CSV. Save the file somewhere easy to find, like your Desktop.

Servant Keeper doesn't track online recurring schedules the way online giving tools do. That's fine: the agent can still notice when a regular giver goes quiet.
If your online giving runs through another service, such as Vanco, export from there too for card and recurring details.

In the app, open Data sources and choose to upload a CSV file.
Pick the file you just downloaded. We'll guess which column is which, like gift ID, giver ID, amount and date.
Check the matches, fix any that look wrong, and import. Uploading the same file again later updates your data instead of doubling it.
Press Run agent at the top of the app to look for families who may need care.

Servant Keeper sometimes renames its menus. If a step doesn't match what you see, check Servant Keeper's own help article or contact us.

Download your gift history from the Transactions page in Tithely Giving.

Read the steps →

Run a Donations data export from Reports in the Givelify Analytics Studio.

Read the steps →

Export gifts from the Giving section of the Subsplash Dashboard.

Read the steps →