We'd love to help your transition from Assist 2001 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 Assist 2001
Exporting People
- Within Assist 2001 navigate to File in the top bar and select Open.
- Then select Form.
- Select DATA ENTRY.
- Click the Utilities icon in the top right.
- Change separation to be by comma, not tab.
- Select the file for export (sorting by date can be helpful to see actively used files).
- People file is titled "Main."
- Giving file is titled "Giving."
- Specify which file to export data into.
Importing Data into Breeze
- Sign in to your Breeze account and click the Gear Icon (Account Settings button) in the top right corner.
- Select Bulk Tasks from the dropdown menu.
- 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 copying and pasting the applicable columns from your Assist 2001 exported file(s). Important: Keep the first row of the template file intact (this contains the column headers).
- Save the file as a .CSV file type.
- 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.