We'd love to help your transition from ChurchTrac into Breeze go as smoothly as possible.
If you get stuck along the way, have any questions, or would prefer to have us import your data
(at no additional cost), don't hesitate to reach out to our support team.
ChurchTrac does not include column headers. It's a good idea to go through the downloaded files and add the column headers.
Exporting Data from ChurchTrac
Exporting People
Within churcTrac, navigate to "People/Family Screen" > "Custom Reports"
Select a "Custom Report"
Click "+" Button
Choose who to include
Include only the Names from the selected smart list: "Everyone"
Choose Report Fields & Options
Fields: add all the fields you want included in the import.
To add a field click "+"
New fields are added to the bottom of the list
Click "Export to CSV"
Exporting Giving
Within churcTrac, navigate to "Giving/Pledges Screen" > "Giving Reports"
Fill in "Start Date" and "End Date"
Select "Category Detail by Date"
List each contribution given to this category: "All Categories" between the dates above
Click "Export to CSV" button
Importing Data into Breeze
Sign in to your Breeze Account
Click the More tab in the top right
Click Tasks from the dropdown
Click the category on the left that you'd like to import (e.g. People, Giving, Tags, etc)
Download and open the template file
Remove the sample data and populate the template file by copy/pasting applicable columns from your ChurchTrac exported file(s). Be sure to keep the first row of the template file intact.
Save file as a .csv file type.
When finished, use the same screen to upload your file to complete the import
