Church Helpmate - Export Instructions

We'd love to help your transition from Church Helpmate 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 Church Helpmate

Exporting People

  1. Within Helpmate, navigate to the left menu under Individuals and select Reports & Outputs.
  2. From the new window, select Individuals Output Configurator on the left.
    1. Navigate to the Export tab
    2. Select CSV.
    3. Check All Data Fields.
    4. Filename: Save it to a location you can easily access.
    5. Options: Select Include field names as first row.
    6. Click the Export button.

Exporting Givings

  1. Within Helpmate, navigate to the left menu under Contributions and select Reports & Outputs.
  2. From the new window, select Contributor Output Configurator on the left.
  3. Click the Exported Files button.
  4. Navigate to the Export tab.
    1. Date Range: Set to Custom, with a Start Date and End Date.
    2. Data Type: Contributor Details (1 record per contribution).
    3. File Type: CSV.
    4. Output Options: Include field names as first row.
    5. Filename: Save it to a location you can easily access.
    6. Click the Export button.

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 Church Helpmate 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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