Shelby Systems - Export Instructions

We'd love to help your transition from Shelby Systems 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 Shelby Systems

Exporting People

  1. Within Shelby, navigate to Membership -> Reports -> Selections and Lists
  2. Click the Wand icon and go through the wizard to create the report.
    1. Call the report "Breeze People" or something similar.
    2. Select Report Group: General
    3. Check the Unsecured option.
    4. Click Next.
    5. Click Next.
    6. Check to Include: Active, Inactive, and Deleted Individuals.
    7. Check to Include: Members, Prospects, and Misc. Names.
    8. Click Next.
    9. Select Formatted (All) for the type of report. This will bring up the Formatted Report options window:
      1. Select fields:
        • If you are importing contributions please include Name ID #.
        • Don't add Print Custom Information.
      2. Check Print to File.
      3. Check Include Field Names in First Record.
      4. OK.
    10. Go through the printing options, check the desired fields.
      • If unsure, select all options.
    11. Select No to the question,"Do you have any other report formats to select?"
    12. Next
    13. Next
    14. Next
    15. Next (Print All Profile Comments)
    16. Next (Print All Profiles with Description)
    17. You should now be back at the main report menu.
    18. Run the report. (Running Man Icon)

Exporting Giving

  1. Within Shelby Systems, navigate to Contributions -> Reports.
  2. Select the Contribution List report
    1. Select Print: Detail
    2. Select Sort By: Name
    3. Check: Print Contribution Memo
    4. Check: Print Cash Gifts
    5. Check: Print Batch Numbers
  3. Select File -> Save As... -> Comma Delimited

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 Shelby Systems 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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