Bring your people with you. Every record checked before it is saved.
Your records are most of the move, and every plan includes the import. Planning Center, Breeze, Elvanto and ChMeetings connect directly, and Church Flow pulls your records across. Other records come in as a file: an export, a spreadsheet or your phone's contacts.
Does your system connect directly?
Four do. You copy a key from that system's settings and paste it in: a code that lets Church Flow read your records there. Then Church Flow pulls them across.
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Planning Center
You need a personal access token, which an administrator creates in Planning Center.
Comes across: people and households, profile photos, custom fields, groups and their members, giving, pledges, Check-Ins history and notes.
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Breeze
You need your Breeze web address and the API key an administrator can copy from Breeze's settings.
Comes across: people with their families, and giving.
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Elvanto
You need an API key, which an administrator creates in Elvanto's settings.
Comes across: people, groups and their members, and giving.
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ChMeetings
You need an API key from its settings.
Comes across: people and their photos, families, custom fields, notes, groups and their members, giving, pledges, and events with their attendance history.
Or upload a file
From these systems, download an export and upload it: Church Flow recognises the columns and maps them for you.
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Rock RMS
The Excel export of a people grid, and of a giving grid.
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ChurchTrac
The people list as CSV.
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Church Community Builder
A people list or saved search as CSV.
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Planning Center, Breeze and Elvanto
Their people exports, if you would rather use a file.
From any other system or spreadsheet, upload a CSV or Excel file and match its columns to Church Flow's; common headings are matched for you. Giving, groups and notes can follow as files of their own. From Google Sheets, download the sheet as a CSV file first.
Phone contacts come in as a vCard (.vcf) file, exported from your phone. Upload up to 10 files at a time, 50 MB each.
How the move works
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Step 1. Connect or upload.
Pick the system your records are in, then connect it with its key or upload your export files. A large import keeps running if you leave the page, and Church Flow tells you when it has finished.
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Step 2. Match the columns.
Each column goes to a field in Church Flow, becomes a new custom field, or is left out. Recognised exports and common headings are matched for you.
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Step 3. Review, then go.
Look over the rows, choose what to do with any possible duplicates, and confirm. Nothing is saved before that, and you can undo the import for 30 days. Then invite your staff and go live when you are ready.
Stuck, or not listed? A person helps, free.
Upload the exports you have, up to 10 files of 50 MB, and our team maps them for you to approve. Or email [email protected] or WhatsApp +27 68 619 2116, and a person replies within one business day.
Your records leave with you, too.
They belong to your church.
While your workspace is open, you can export your people, contacts, giving, events, forms and website content at any time, as CSV and JSON. Check-in and group reports download separately, from their own pages.
Common switching questions
Start with a test import.
Your workspace opens as soon as you finish signing up, and you bring your people in when you are ready.
Start your 30-day free trialNo card needed.
Want to see it first? Book a demo, on demo data or a test import of your own.