ChurchWatch - Export Instructions

We'd love to help your transition from ChurchWatch 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 ChurchWatch

Exporting People

  1. Within ChurchWatch, navigate to File and select Export Data.
  2. From here, select House & People.
  3. Click Next.
  4. Select fields to include in export (>> to select all).
  5. Click Next.
  6. Export file format: choose Excel (.xls)
  7. Click Finish.
  8. Select file path for saving and name file.

Exporting Giving

  1. Within ChurchWatch, navigate to File and select Export Data.
  2. Select Giving.
  3. Select Other type of export file.
  4. Click Next.
  5. Select fields to include in export, be sure to include:
    1. Envelope Number
    2. Name
    3. Family ID
    4. Person ID
    5. Account
    6. Amount
    7. Date Given
    8. Comment
    9. GType
    10. Check Number
    11. Batch ID
    12. Split ID
  6. Click Next.
  7. Export file format: choose Excel (.xls)

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 ChurchWatch 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.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments