Welcome to ChMeetings! We are grateful for your decision to migrate your church data into our platform and are here to help make your transition as comfortable as possible.

If you have subscribed to a paid plan and prefer to leave this to us, please get in touch. If you choose any of our paid plans, our team will migrate your data at no additional cost.  

If you have a free account or want to do this process yourself, we provide various import tools to bring your data over as easily as possible.

This guide shows you how to retrieve your data from ChurchTrac and import it into ChMeetings.

Export from ChurchTrac

To migrate your data to ChMeetings, you must first retrieve it from ChurchTrac, where the available exports are People and Contributions.

Please note that ChurchTrac does not include column headers within exports. For the ChMeetings import to run smoothly, please review your exports and add the necessary column headers.

People

1. In ChurchTrac, go to People/Family > Custom Reports.
2. Choose a Custom Report and click the "+" button.
3. Select whom to include in the export or use the smart list: Everyone.
4. Select Report Fields & Options, where you can add the fields you want to export. To add a field click "+". 
5. Click Export to CSV.

Contributions

1. Within ChurchTrac, go to Giving/Pledges > Giving Reports.
2. Choose the Start and End Date.
3. Select the Category Detail by Date.
4. Select to list All Categories or choose a category, if needed.
5. Click Export to CSV.

Import into ChMeetings

To import your data into ChMeetings, please use the corresponding ChurchTrac export files along with the dedicated tool for each import:

1. Import people. You can Merge duplicate people if needed.
2. Import contributions.

If you need any guidance or decide to let our team migrate your data, please don’t hesitate to contact us.