Importing Your Data From

Realm into Breeze

We'd love to help your transition from Realm 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 Realm

  1. Sign in to Realm
  2. To Export People
    1. Select "Reports" on the left menu
    2. Select "Custom Query"
    3. Find People where "Family Name" "is not blank"
    4. Select Show Results
    5. Click Preview and then "Edit Columns"
      1. Select all the columns you'd like
      2. Click Apply
    6. Click Preview and then "Download" as "Individual List (.csv)"
  3. To Export Groups
    1. Navigate to "Admin" > "Groups" > "All Groups"
    2. For each group you'd like
      1. Click on Group
      2. Select the Gear Icon and pick "Export Roster csv" ((this icon is on the top menu bar next to the group name)
  4. To Export Giving
    1. Navigate to "Giving" > "Giving Statements" and click "+ Generate New Statement"
    2. Enter a desired name for the export
    3. Specify the desired date range
    4. Set Statement Type to "Detailed Tax Statement"
    5. Check Memos and Non-deductible Gifts
    6. Set Filter By to "Fund Amount is greater than: 0.00"
    7. Set Statement Output to "Export All"
    8. Set Sort Order to Last Name(A-Z)
    9. Generate
    10. Navigate to "List of Statements" and click "View Export"1
1 The downloaded file will be a PDF file as we're not aware that Realm provides any way to download a spreadsheet in this format. You can use a tool like PDF2XLS to convert it to a spreadsheet or, if you'd like help, Breeze Support (support@breezechms.com) would be happy to assist with this.

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 Realm 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.