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 Shelby and import it into ChMeetings.
Export Data from Shelby
Shelby lets you export data related to People and Giving.
People
- Log into Shelby,
- Go to Membership > Reports > Selections and Lists.
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Click the Wand and create the report using the wizard.
- Call the report "Chmeetings People" or something similar.
- Select Report Group: General
- Check the Unsecured option.
- Click Next.
- Click Next again.
- Check to Include: Active, Inactive, and Deleted Individuals.
- Check to Include: Members, Prospects, and Misc. Names.
- Click Next.
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Select the type of report as Formatted (All). This will bring up the Formatted Report options window:\
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Select fields:
- If you are importing contributions please include the Name ID #.
- Do not add Print Custom Information.
- Check Print to File.
- Check Include Field Names in First Record.
- OK.
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Select fields:
- Select your desired printing options. Select all options if you are unsure.
- Select No for "Do you have any other report formats to select?".
- Next
- Next
- Next
- Next (Print All Profile Comments)
- Next (Print All Profiles with Description)
- You should now be back at the main report menu.
- Run the report.
Giving
- Log into Shelby,
- Go to Contributions > Reports.
- Choose the Contribution List report.
- Select Print: Detail.
- Sort By Name.
- Check: Print Contribution Memo.
- Check: Print Cash Gift.
- Check: Print Batch Number.
- Select File > Save As... > Comma Delimited
Import into ChMeetings
To import your data into ChMeetings, please use the corresponding Breeze export files along with the dedicated tool for each import:
- Import people. You can Merge duplicate people if needed.
- Import contributions.
f you need any guidance or decide to let our team migrate your data, please don’t hesitate to contact us.