We'd love to help your transition from Realm 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 Realm

Exporting People

1. Select Reports from the left menu.
2. Select Custom Query.
3. Find People using the field "Family Name" and the parameter "is not blank".
4. Select Show Results.
5. Click Preview and then Edit Columns.
   1. Select all the columns you'd like.
   2. Click Apply.
6. Click Preview and then Download as "Individual List (.csv)"

Exporting Giving

1. Select Reports from the left menu.
2. Click on Predefined Reports
3. Select Giving from the top menu
4. Click on Detailed Giving and choose "Edit and Run"
5. Set the Date Range
6. Do not click or Change "Fund" or "Payment Type"
7. Click "Run"
8. After the Report generates, click the printer icon and click "Export (.csv)"

Importing Data into Breeze

1. Sign in to your Breeze account and click the Gear Icon (Account Settings button) in the top right corner.
2. Select Bulk Tasks from the dropdown menu.
3. Click the category on the left that you'd like to import (e.g. People, Giving, Tags, etc).
4. Download and open the template file.
5. Remove the sample data and populate the template file by copying and pasting the applicable columns from your Realm exported file(s). Important: Keep the first row of the template file intact (this contains the column headers).
6. Save the file as a .CSV file type.
7. When finished, use the same screen to upload your file to complete the import.