Logos - Export Instructions

We'd love to help your transition from Logos 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 Logos

Exporting People

  1. Within Logos, navigate to the People tab -> Other Reports -> Selections Profiles.
  2. Check the box next to "Full Individuals Profile".
  3. Check the box next to "Print Flagged Persons".
  4. Click the Next button.
  5. Enter in the report name.
  6. Click the Next button.
  7. Leave Blank
  8. Click the Next button.
  9. This is where you select the fields to import.
  10. Click >> to select all fields.
  11. Click the Next button.
  12. Check Export Microsoft excel 5.0 or greater.
  13. Click Print:
    1. File will likely be saved in the c:\Temp directory if another path is not chosen. You will get a pop up notice when it's done
    2. Fill in the "File Name".
    3. Check the box next to "Save to Local Drive".
    4. Click the Save button.

Exporting Giving

 Contributions:

  1. Within Logos, navigate to Contributions tab -> Donor Lists.
    1. Check the box next to "Transactions by date (export)"
      • The text "(export)" is important, there's likely an option with and without it.
    2. Set the "Start Date"
    3. Set the "End Date"
    4. Click the Next button.
    5. Check all of the funds.
    6. Click the Next button.
    7. Select the following Fields:
      • Envelope Number
      • ID #
      • Membership Number
      • Name
    8. Click the Next button.
    9. Check the box next to "Export".
    10. Select Excel 5.0 or Greater.
    11. Click the Print button to save.
  2. If you have non-deductible givings and want them imported, run the report again and select "Non-Deductible Transactions by Date" from the 1st Screen.

Funds:

  1. Within Logos, navigate to the Contributions tab -> Manage Funds (dollar sign icon).
  2. Click the printer icon:
    1. Select Excel 5.0 or Greater
    2. Click the Print 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 Logos 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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