ChurchTrac - Export Instructions

We'd love to help your transition from ChurchTrac 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 ChurchTrac

Exporting People

  1. Within ChurchTrac, navigate to the People/Family Screen through the dropdown on the top row and then select Custom Reports.
  2. Select a Custom Report.
    1. Click the + Button.
  3. Choose who to include:
    1. Include only the Names from the selected smart list: "Everyone"
  4. Choose Report Fields & Options
    1. Fields: add all the fields you want included in the import.
    2. To add a field click + button.
      • New fields are added to the bottom of the list
  5. Click Export to CSV.

Exporting Giving

  1. Within ChurchTrac, navigate to the Giving/Pledges Screen through the dropdown on the top row and then select Giving Reports.
  2. Fill in Start Date and End Date.
  3. Select Category Detail by Date.
    1. List each contribution given to this category: "All Categories" between the dates above.
  4. Click Export to CSV.

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 ChurchTrac 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.
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