Acolyte Management - Export Instructions

We'd love to help your transition from Acolyte Management 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 Acolyte Management

Exporting People

  1. Select Reports from the top bar.
  2. Choose Parishioner.
    • Report Name: Complete Parishioner Information
    • Scope: All Parishioners
  3. Print:
    • Envelope icon at the bottom.
    • Export to CSV.

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. Delete the sample data and populate the template file by copy/pasting applicable columns from your Acolyte Management 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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