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Migrate from ACS Technologies

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 ACS Technologies and import it into ChMeetings.

If using ACS OnDemand:

  • Open ACS OnDemand 
  • Log into OnDemand using your OnDemand Site Login.
  • Log into the ACS product using your Product Login.
  • Continue using the instructions below.

Export People

  • Sign in to ACS.
  • Run a Search.
  • Click Advanced Export and select Create New Export.
  • Select File Export then click Next.
  • Title the export "Chmeetings People."
  • Group tab: Check Include Deactivated Records (if needed to match up historical giving).
  • Fields tab: Pick the fields you want exported. Be sure to select Individual ID, Family ID, and Envelope Number as well.
  • A good total export will have the Personal, Alternate Phones, Email Addresses, Comments, and Preferred Lists folders.
  • Format tab:
    • Select Microsoft Excel.
    • Click Filename to choose a location to save the file.
    • Click Save and Close.
    • Click Run Export.

Export Extra Addresses

  • Sign in to ACS.
  • Navigate to Searches and Reports and select Reports.
  • Select People from the drop-down list.
  • Under People in the upper sidebar, expand Lists-->.
  • Select Master Listing of Addresses.
  • Within the Master List of Addresses Section:
    • Select Use Report Setting for Search Results (default is Always Use Last Search Results).
    • Click Customize from the Master Listing of Addresses.
    • Under Report Options, uncheck Filter and select Address Types. There is a maximum of 5, so may have to run this report more than once to export out all the address data.
  • Run the report.
  • Click the Print button in the top left of the report.
  • Print to file.
  • Format as Excel.

Export Giving

  • Sign in to ACS.
  • Navigate to Searches and Reports and select Reports.
  • Select Contributions (default is People) from the drop-down list.
  • Under Contributions in the upper sidebar, expand Lists-->.
  • Select Gift Detail Listing.
  • Within the Gift Detail Listing section (in the lower sidebar):
    • On the General tab, select your date range.
    • On the Report Options tab, select your chosen funds (preferably all of them) and Include Deactivated People.
    • Click Preview.
    • Select Use Report Setting for Search Results (default is Always Use Last Search Results).
    • Click Customize from the Gift Detail Listing section.
  • Once the report is generated, there will be an icon on the top row called View Report Data. Click it.
  • Expand the Export button and export to Comma Separated Values.

Import into ChMeetings

To import your data into ChMeetings, please use the corresponding ACS Technologies 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.