We'd love to help your transition from ParishSOFT 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 ParishSOFT

Exporting People

1. Navigate to Family Directory and select Member List.
2. Select Grid Columns (it's an icon).
3. Export to CSV (it's an icon).

Exporting Giving

1. Navigate to Offerings  and select Contribution List.
2. Specify the start and end dates.
3. Click View Contributions.
4. Export List (it's an icon)

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 ParishSOFT 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.