Church Helpmate

How to export data from Church Helpmate

People

• Navigate to the left menu under Individuals and select Reports & Outputs.
• From the new window, select Individuals Output Configurator on the left.
1. Navigate to the Export tab
2. Select CSV.
3. Check All Data Fields.
4. Filename: Save it to preferred location.
5. Options: Select Include field names as first row.
6. Click the Export button.

Contributions

• Within Helpmate, navigate to the left menu under Contributions and select Reports & Outputs.
• From the new window, select Contributor Output Configurator on the left.
• Click the Exported Files button.
• Navigate to the Export tab.
  1. Date Range: Set to Custom, with a Start Date and End Date.
  2. Data Type: Contributor Details (1 record per contribution).
  3. File Type: CSV.
  4. Output Options: Include field names as first row.
  5. Filename: Save it to a location you can easily access.
  6. Click the Export button.