IconCMO - Export Instructions

We'd love to help your transition from IconCMO 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 IconCMO

Exporting People

  1. Within IconCMO, navigate to People -> Members -> Mem-Export -> Members & Address.
  2. Select Member Status: Everyone.
  3. Check Excel Report.
  4. Click Show Report Button.
  5. Save to your computer.

Exporting Envelopes

  1. Within IconCMO, navigate to Contributions -> Env-Reports -> Master Envelope List.
  2. Check Excel Report.
  3. Click Show Report Button.
  4. Save to your computer.

Exporting Givings

  1. Within IconCMO, navigate to Contributions -> Cont-Giving Reports -> Posting Journal Reprint.
  2. Select Journal Numbers 1 through Current
  3. Check Excel Report.
  4. Click Show Report Button.
  5. Save to your computer. 

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 IconCMO 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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