Elexio - Export Instructions

We'd love to help your transition from Elexio 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 Elexio

Exporting People from Elexio

  1. Navigate to Reports.
  2. Go into the Demographics Folder.
  3. Select People List - FCR3101.0.
  4. Select Fields. Include the following:
    1. "Envelope #"
    2. "Household ID"
    3. "Contact ID"
  5. Click Data Grid button.
  6. Click the Export to Excel button at the bottom.

Exporting Giving from Elexio

  1. Navigate to Reports.
  2. Go into the Givings & Finances Folder.
  3. Select Contribution Detail - FCR3301.0.
  4. Quick Filter Tab:
    1. Contribution Date Range: All Dates (or is Between)
  5. Field Chooser tab and include the following:
    1. "Envelope ID"
    2. "Household ID"
    3. "Contact ID"
  6. Click Data Grid button.
  7. Click the Export to Excel button at the bottom

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 Elexio 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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