Importing Your Data From

Elexio into Breeze

We'd love to help your transition from Elexio 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.

Exporting Data from Elexio

Export People from Elexio

  1. Go to "Reports"
  2. Go into the "Demographics" Folder
  3. Select "People List - FCR3101.0"
  4. Select Fields. Include the following
    1. Envelope #
    2. Household ID
    3. Contact ID
  5. Click "Data Grid" button
  6. Click the "Export to Excel" button at the bottom

Export Giving from Elexio

  1. Go to "Reports"
  2. Go into the "Givings & Finances" Folder
  3. Select "Contribution Detail - FCR3301.0"
  4. Quick Filter Tab
    1. Contribution date range: All Dates (or is Between)
  5. Field Chooser Tab and include the following:
    1. Envelope ID
    2. Household ID
    3. Contact ID
  6. Click "Data Grid" button
  7. Click the "Export to Excel" button at the bottom

Export Groups from Elexio

  1. Go to "Reports"
  2. Go into the "Ministry Teams" Folder
  3. Select "Ministry Team Involvement - FCR3002.0"
  4. Click "Data Grid" button
  5. Click the "Export to Excel" button at the bottom

Export Attendance from Elexio

  1. Go to "Reports"
  2. Go into the "Attendance" Folder
  3. Select "Individual Based"
  4. Select "Attendance Detail - FCR3212.0"
  5. Click "Data Grid" button
  6. Click the "Export to Excel" button at the bottom

Export Notes from Elexio

  1. Go to "Reports"
  2. Go into the "Notes" Folder
  3. Select "FCR 3501"
  4. Click "Data Grid" button
  5. Click the "Export to Excel" button at the bottom

Importing Data into Breeze

  1. Sign in to your Breeze Account
  2. Click the More tab in the top right
  3. Click Tasks from the dropdown
  4. Click the category on the left that you'd like to import (e.g. People, Giving, Tags, etc)
  5. Download and open the template file
  6. Remove the sample data and populate the template file by copy/pasting applicable columns from your Elexio exported file(s). Be sure to keep the first row of the template file intact.
  7. Save file as a .csv file type.
  8. When finished, use the same screen to upload your file to complete the import
For more details on importing data into Breeze, see our documentation on importing.