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Migrate from Roll Call

  • 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 Roll Call and import it into ChMeetings.
 

Export from Roll Call

People

In Roll Call, go to File > Export People.

  • In the Criteria Tab:
    • Select “Custom” for the Export Type
    • Run for: “Everyone’
    • Check “Include Deceased”
  • In the Column Tab
    • Select the fields to import
    • Include "Person No" (used to tie contributions to person)
    • Return by: “Individual”
    • Output: "Comma Separated (CSV)"
    • Check “Include Headers”
  • View the Record Tab but make no changes
  • Click Generate

Giving

In Roll Call, go to Reports > Contributions > Contribution Detail

  • In the Criteria Tab:
    • Select the Start and End dates
    • Run for: “Everyone”
  • In the Column Tab, select the following columns:
    • Donation Date
    • Last Name
    • First Name
    • Donation Type
    • Check No
    • Fund
    • Amount
    • Person No (used to tie contribution to person)
    • Remarks
    • Batch ID
    • Return by: Individual
  • For Output:
    • Check "Comma Separated (CSV)"
    • Check "Include Headers"
  • View the Record Tab, but make no changes
  • Click Generate.
  • Save as Tab Formatted Text.

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 giving.

For each of these import tools (pe, you must go through the following process since Roll Call’s output data is not in a compatible file format: 

  • Download and open the template file for each import.
  • Populate the file by copying and pasting the corresponding columns from the files you just exported from Roll Call. Important: Please keep the first row of the template file intact because it contains the column headers, which are required for your data to be recognized and stored correctly.
  • Save the file as a .CSV.
  • When done, upload the data files and run each import.

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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