ChurchTeams - Export Instructions

We'd love to help your transition from ChurchTeams 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 ChurchTeams

Exporting People

  1. Login as Admin.
  2. Within ChurchTeams, navigate to Reports and select Members.
  3. Select Export people to CSV/Excel file.
  4. Name the report "Breeze People" under Export Filename (no extension needed).
  5. Select Member - One record per member.
  6. Check all the export fields to include (making sure to select MemberID and FamilyID).
  7. Click Run Report.

Exporting Giving

  1. Login as Admin.
  2. Within ChurchTeams, navigate to Reports and select Financial.
  3. Select Contribution export to CSV/Excel.
  4. The defaults are okay, so simply click Run Report.

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 ChurchTeams 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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