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Moving Your Data Into Breeze, Getting Started

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

  1. Step One: It all starts with your data files, let us help you retrieve them! 
  2. 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

  1. 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! 

  2. 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.

  3. 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:

  1. 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.
  2. 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. 
  3. 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.

Move In Process FAQs

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