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Migrate from Fellowship One

  • Updated

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 Fellowship One and import it into ChMeetings.

Export Data from Fellowship One

People

To export People data from Fellowship One, follow the steps below: 

  1. Log into  Fellowship One.
  2. Go to Reports.
  3. Search for P9400 (Core People Records Export v3.2).
  4. Select the following criteria:
    1. Return People in these Groups:
      1. Based on their Role/Type
      2. These Spans of Care - Ignore 
      3. These Group Types - Ignore 
      4. These Campuses - Ignore 
      5. These Groups -  Ignore 
    2. Group Membership Instructions: - Return People in ANY Selected Group
    3. And Joined within this Time Period - Ignore 
    4. Choose Fields to Display:
      1. Household ID
      2. Home Phone
      3. Select All fields except Photo. Output Separate Email Columns: Yes
    5. Output Separate Phone Columns: Yes
    6. Display this 1st Address - Primary
    7. Display this 2nd Address - Ignore 
    8. Display these Fields for each Address
      1. Street Address
      2. City
      3. State
      4. Postal Code (Full)
    9. If displaying Full Address, Format it using 1 Line.
    10. Configure Output:
      1. Display these Metrics for each row -> Ignore This
      2. Page/Sheet Break on -> Ignore This
      3. Create labels/Temporary Groups using: I am NOT outputting to labels or Groups
      4. Choose an Output Type: -> Excel
      5. Click additional filters.
      6. Return based on Status/SubStatus (who)
      7. Having these Status Group::Statuses: Select All including Deceased.
      8.  Display Field Formatting (what):
      9. Display Individual First Name in this Format: Johnathan "John" Edward
    11. Run the Report
    12. Click the Queue link and download the report to your computer when it is ready.

Contributions

  1. Log into Fellowship One.
  2. Go to Reports.
  3. Search for G1050 (Core Giving Records v 3.0).
  4. Set the following criteria for Return Giving Records (who):
    1. Based on this date - Received Date
    2. Week starts on - Sunday
    3. Occurring within this Date Range - Custom Date Range
    4. Occurring after this time: Ignore This (has to be done or report will error)
    5. Occurring before this time: Ignore This (has to be done or report will error)
    6. Belonging to Batches - Ignore 
    7. Set the following criteria for choosing fields and configuring the output:
    8. Page/Sheet ... - Ignore 
    9. Subgroup with Subtotal on - Ignore 
    10. Multi Select Box - Gift Columns to Display:
      1. All Trans by ID
      2. \ACH, Check, Cash, BankCard
      3. Batch Date
      4. Batch Name
      5. Contribution or Receipt
      6. Contribution Attributes
      7. Contribution Subtype
      8. Create Date
      9. Fund
      10. Fund account Reference description
      11. Memo
      12. Received Date
      13. Reference (check number)
      14. Sub Fund
    11. Multi select box - Contributor Columns to Display:
      1. Contributor ID
      2. Contributor Full Name
      3. Contributor Last Name
      4. Giving Unit ID
      5. Giving Unit Full Name
      6. Giving Unit Last Name
      7. Household, Individual or Organization (needed to get the correct name)
      8. Mem/Envelope #
    12. Multi select box - Primary Address columns to Display - Ignore
    13. Multi select box - Grand Total Columns to Display - Ignore
    14. Display total amount - Yes
    15. Sort Records by Received Date & Time
    16. Output to labels - No
    17. Choose an Output Type: - Excel
    18. Run the Report
    19. Click the Queue link and download the report to your computer when it is ready.

Import into ChMeetings

To import your data into ChMeetings, please use the corresponding Elvanto/Tithe.ly 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.

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