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

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

If you want to go through this process yourself, we provide various import tools for you to use.

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

Export Data from IconCMO

People

To export People data from IconCMO, please follow the steps below: 

1. Within IconCMO, go to People > Individuals > Exports > Individuals > Include Address.
2. Select the Individual Status: Everyone.
3. Check Excel File.
4. Click Show Report.
5. Save the report to your computer.

Contributions

Yo export contributions, please follow the steps below. Note that this does not export envelopes and you must follow a separate set of steps for this - you will find them in the next section. 

1. Within IconCMO, go to Donations > Reports > Posting Journal Reprint.
2. Select Journal Numbers: 1 through Current
3. Check Excel File.
4. Click Show Report.
5. Save the report to your computer. 

Envelopes

These are the steps that will help you export contribution envelopes from IconCMO:

1. Within IconCMO, go to Donations > Donor Numbers > Donor Number Listing.
2. Check Excel File. 
3. Click Show Report.
4. Save the report to your computer.

Import into ChMeetings

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

1. Import people and families. You can Merge duplicate people after importing if needed.
2. Import contributions.
3. Import Envelopes.

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