Choose the source you use today
Each source has its own scope. Review the import screen for the supported fields and any skipped records before confirming.
| Source | Method | What to review |
|---|---|---|
| Planning Center | Connect an access token, or upload a People CSV export | The connected importer supports multiple modules. People CSV is a narrower directory import; review the selected modules and preview. |
| Breeze | Connect a Breeze API key | People, families and giving held in Breeze. Giving held separately in Tithe.ly needs its own import. |
| Tithe.ly | Upload transactions and optionally people exports | Donor matching, dates, funds and giving totals. |
| ChurchTrac | Upload people and giving CSV reports | Column mapping, households, people and giving totals. |
Prepare, preview, then import
- Keep a backup or export from your current system and identify the source of truth.
- Choose the source in Import and supply the requested connection or files.
- Review the preview, mappings and skipped records. Nothing changes until confirmation.
- Confirm the import, then check representative families, dates, funds and totals.
- Introduce the new workflow to a small staff group before the wider rollout.
Know what needs separate setup
An import does not connect your payment processor, publish a branded app or copy every setting from another platform. Re-establish provider connections and review permissions. Do not assume recurring payment arrangements move with historical giving records.
Keep the transition manageable
The import tools support reruns using their source matching. Review the preview each time, keep your original files, and ask support about unclear results before creating a second set of records.
By Moriah LLC, makers of ChurchFoundry · Reviewed