We encourage you to take advantage of the complimentary move-in service, we find churches who take advantage of our free move-in service enjoy a faster transition, cleaner data, less stress and simply... greater satisfaction! Let us help you - that's what we do!
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Complimentary Move In, Done in Two Simple Steps
- Step One: It all starts with your data files, let us help you retrieve them!
- Step Two: Once we have your data files, we format the data properly and move it into your Breeze account within 7 calendar days.
Determine where your files are coming from
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Is Your Data on a Cloud-Based System?
If your data is currently kept with a system that uses a cloud-based login, you can simply provide us with your login credentials and our team will log in on your behalf and get the information you request (people, groups, contribution, etc). We then take those files, format the data properly and move it into Breeze.
- Ready to get your move-in scheduled? Provide us your login credentials by clicking here.
- You'll select your old database system > "I want Breeze to Import my data" > Fill out the requested information > Submit.
- We'll send you an email confirmation that we've received your request and the process has been started. That's it!
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Is Your Data Kept on a System Local to Your Computer?
If your data is kept locally on your computer, you will need to schedule a meeting with our Export Specialist (a 2-hour block is scheduled for this meeting). At that meeting, we will log in to your computer remotely to retrieve the information you request (people, groups, contribution, etc). We then take those files, format the data properly and move it into Breeze.
- Ready to get your move-in scheduled, submit some preliminary information so we can get you scheduled with our Export Specialist by clicking here.
- You'll select your old database system > "I want Breeze to Import my data" > Fill out the requested information > "I want to schedule a time for you to remotely connect to my computer and retrieve it" > Submit.
- We'll send you an email with further directions for getting a meeting scheduled with our Export Specialist.
- Check your email to schedule that call.
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Have your data files ready?
If you already have the data files (Excel, Access Files, etc) you'd like moved into Breeze, simply attach those files (as they are... we'll do the reformatting) and we'll get them moved into Breeze.
- If you're ready to get your move-in scheduled, upload your files by clicking here.
- You'll select "I don't have one" as the source of your files > "I want Breeze to Import my data" > Fill out the requested information > Attach your files > Submit.
- We'll send you an email confirmation that we've received your request and the process has been started. That's it!
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Self Move In Instructions
If you're technically inclined and confident with Excel, these Advanced Importing Directions will help guide you when importing your own data into Breeze.
Need additional help extracting data from your current management system? You can find directions for most systems here.
Additional import information:
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Private Data is not supported during the import process.
- If there is a member, and they want to mark their phone number as private data, you are unable to accomplish this through the Excel import.
- You will have to go into the members profile after the import to mark this information as Private.
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Similarly, Do Not Email is not supported during the import process.
- Churches will mark an email under someone's profile as do not email if this person does not wish to have any further communication with the church. This cannot be done through the Excel import.
- As above, go into that specific person's profile after the import and mark them as Do Not Email.
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Pledge Structure cannot be imported.
- Details about the contribution can be imported.
- Date, Amount, Fund, etc.
- For example, John Doe pledges to donate $1,000 for this 5 month period. This structure cannot be supported during the import process and will need to be set up post-import
- Details about the contribution can be imported.
Move In Process FAQs
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What systems can we export from?
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If your system allows you to export information out, we should be able to do it! Our Export Specialist already has experience with a wide variety of systems and we are willing to work with any system that can export out data to Excel or a file we can easily convert to Excel.
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What information can we export?
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We offer the option to export People/Member data, Contributions/Donations, Groups/Tags, and more. Some systems offer all of these aspects and some offer just one or two.
A couple things of note here: Attendance is often very difficult to export out of most systems and there is rarely one function for this. Additionally, if you're interested in moving pledge data into Breeze, let our Export Specialist know during your meeting and they'll see if this is possible within your current system.
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Is there anything we cannot import into Breeze?
- Calendars
- Profile Photos
- Recurring Giving
- Forms
- Follow Ups
- Files
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How long does the export take?
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Exports are scheduled for 2 hours, but generally take less than one hour to complete. During this time, request for full control of the computer is necessary. There are some systems that can make an export take longer than average. Some examples of these are Revelations, Servant Keeper, and ParishSOFT. While we would like to finish within two hours, sometimes we have to reschedule for a second export. Don’t worry, our import services will always be free!
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How long after the export is done before everything is loaded into Breeze?
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The import process can take up to 7 calendar days (often less, depending on how many requests we have at once).
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What file types do we accept for import?
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We need the file format to be an Excel readable format (.csv, .xls, .xlsm, .txt, etc.). We can sometimes work from other file types but is on a case-by-case basis, as it depends heavily on the formatting of data.
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What happens if data is added before the import has started?
- Nothing is deleted, however, it creates the potential for duplicates. You can easily merge duplicates by combining profiles. See Combining Duplicate Profiles