Church Office Online - Export Instructions

We'd love to help your transition from Church Office Online 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 Office Online

Exporting People & Givings

  1. Login to Church Office Online.
  2. From the gear icon (top right) select Export.
  3. This will take you to the Export Membership Data screen, select Click to Export.
    1. Please note: This may take a while.
    2. This export function will give you files containing Giving, Individuals, Groups, and Interactions.
      • Interactions are a log of "follow-ups" and are not transferrable to Breeze.

Exporting Anonymous Giving

  1. Navigate to Giving and select Reports.
  2. Click the By Anonymous tab.
  3. From the gear icon (top right) select Export.

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 Office Online 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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