Roll Call - Export Instructions

We'd love to help your transition from Roll Call 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 Roll Call

Exporting People

  • Within Roll Call, navigate to File -> Export People.
    1. Criteria Tab
      1. Export Type: Custom
      2. Run for: Everyone
      3. Check Include Deceased
    2. Column Tab
      1. Select the fields to import
      2. Include "Person No" (used to tie contributions to person)
      3. Return by: Individual
      4. Output: "Comma Separated (CSV)"
      5. Check Include Headers.
    3. View Record Tab
      1. Make no changes.
    4. Click the Generate button.

Exporting Givings

  • Within Roll Call, navigate to Reports > Contributions > Contribution Detail
    1. Criteria Tab
      1. Select the Start and End dates
      2. Run for: Everyone
    2. Column Tab
      1. Select the following columns
        1. Donation Date
        2. Last Name
        3. First Name
        4. Donation Type
        5. Check No
        6. Fund
        7. Amount
        8. Person No (used to tie contribution to person)
        9. Remarks
        10. Batch ID
      2. Return by: Individual
      3. Output:
        1. Check "Comma Separated (CSV)"
        2. Check "Include Headers"
    3. View Record Tab
      1. Make no Changes
    4. Click the Generate button.
    5. Save as "Tab Formatted Text" document.

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 Roll Call 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.