Importing Your Data From

Servant Keeper into Breeze

We'd love to help your transition from Servant Keeper 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 Servant Keeper

Exporting People

  1. Within Servant Keeper, navigate to "Group" > "Add Group" > "selections and lists"
  2. This Brings up the Add/Edit Group Window
  3. Call the Report "Breeze_People"
  4. Check list the search results using "individuals" (not families)
    1. Select a field to search, use "Individual ID"
    2. Select how to search the field: "Is not Blank"
    3. Enter the item to search for: leave this field blank
    4. Add Criteria [+ Add] (click the add button)
  5. Click "Select Fields" button
    1. This is where you select the fields to import
    2. Be sure to include "Individual ID"
    3. Be sure to include "Family ID"
    4. Click "Save" Button
  6. Click "Save" button
  7. You are now back at the Group Keeper main menu
  8. Double Click the report "Breeze_People". This will bring up the preview.
  9. Click "Options"-> "Export Group" -> "Excel"
  10. Save it where you can find it.

Exporting Giving

  1. Within Servant Keeper, open up Contribution Manager
  2. Navigate to "File" > "Save As (Export)" > "Indivdual Contributions"
  3. Check "Show Split Trans Detail"
  4. Click the "Individuals" radio button
  5. Click "Select fields
    1. Select "Individual ID
    2. Select "Family ID"
    3. Click "Save"
  6. Check "Include Inactive People"
  7. Click "Find" button
  8. You'll be asked about stopping at 500 rows, just click "NO"
  9. Double Click the report "Breeze_People". This will bring up the preview.
  10. Click "Save As"-> "Microsoft Excel"
  11. Save it where you can find it.

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 Servant Keeper 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.