Exporting Your Data

Users can export People, Tags, Events, Contributions, and Notes into Excel files. For churches that like to retain a local backup of their key data on their own computer(s) or switch to an alternate system (not that we'd want you to), this can be a helpful way to export your data. To export:

  1. Navigate to the  "Account Settings" (Image_2020-05-07_at_1.31.50_PM.png) on the top right
  2. Choose "Manage Account"
  3. Select "Export" (on the left)
  4. Select the type of data you'd like to export from the drop-down
  5. Click "Export"

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Comments

15 comments
  • Really a more detailed question.

     

    Will it export to Quick Books, or do you have to take it to excel format then import to quick books.

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  • Hey - that export is exclusively a csv export which will open in excel format.  However, we do have a QuickBooks integration which you can find here: Using QuickBooks with Breeze

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  • For exporting of events, are there plans to expand this to allow for exporting a specific event calendar versus all the calendars?

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  • I'm looking for a way to export data that includes photos for a customized directory template using mail merge. Is it possible to export photos? The directory template options provided by breeze are very limited. The older members of our church prefer large photos and one family per page (2 pages per sheet) and I'd like to find a way to use our Breeze data in this way.

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  • Hi Carolynn!

    I wish I had some better Breezy news for you, but unfortunately the only place to include photos is in the directory and you are right, it is a bit limited. And at t this time, you cannot export photos. That may change in the future, but I do not have ETA on when that would be. One recommendation and I know it wouldn't be ideal, but you could create your own, using the information from Breeze but an outside source that would allow you to create it using larger photos. We also appreciate feedback and new ideas that you could submit on our feature request page: breezechms.com/features 

    Happy Breezing! 

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  • If a user doesn't have permission to export from the Account Settings area, can they still export lists from searches under People?

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  • @kkluthe great question! Yes! As long as the users Role has permission to Export under the "People" > "Actions" > "Export"  they will be able to Export People

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  • We'd like to export form data (names, emails etc) to XLS file. Is this possible?

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  • @Guy

    Thanks for reaching out to the Forum! When you say "Export Forms", are you talking about Exporting information about the people within Forms? If so, that functionality is already available for you! If this is not what you are describing, would you mind giving us a call to explain? Im certain we could quickly get your answer to you! 

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  • Wow. I found it! Before I went to accountsettings>exports and it's not in that list. I found it INSIDE "view entries". Thanks

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  • @guy

     

    Absolutely! I'm glad we were able to help!

     

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  • Hi! I am looking to see if exporting Forms is an option. We have an application set up in our forms and we would like to export it elsewhere. I tried to follow what Stephen did and I can't seem to find where he found his! Thanks.

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  • @nikkibiese

    Thanks for reaching out to the Forum! Here's a short video explaining with a bit more clarity: https://cl.ly/b24ec0e68293 

    If you have any additional questions, please let us know!

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  • I want to export all the failed texts to investigate and eventually remove from the database, I dot not see a way to to that.

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  • @redeemerastoria

    Thanks for reaching out to us today! You are able to see a list of failed text messages, however, it does not allow you to examine the actual list of numbers. Instead it is a list of names: 

    If you wanted to print this list of names, you could simply highlight all of the entries and print. This would be the only way to get a print out of this list. 

    I hope this was helpful for you!

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