Data to consider importing into ChMS would be:

  • People
  • People Notes
  • Service Attendance
  • Group Attendance
  • Financial Transactions/Pledges

If you’re using ChMS and another platform side-by-side while making the transition, it might be easier to hold off on importing certain data (such as attendance) until you officially make the switch. This will save having to reimport at a later time.

But at the end of the day you want data in ChMS so that you users have something to work with so it might just be better to re-import or adding the extra data after the roll out. Your call!

What format does ChMS accept? ChMS accepts ‘Comma Separated Value’ or ‘Comma Delimited’ files (commonly known as a CSV) for importing. CSV is one of the most widely used formats for storing data, and is supported by most applications.

Exporting your data from your current database

Every database should give you an option to export your data as a CSV file, and generally this is done by creating export reports from their system as a CSV.

If you’re unsure on how to export data from your existing database, contact the company’s support team. Ask them how to generate a custom report in CSV format for the data you’re wanting to export.

We are dealing with imports all the time so feel free to contact our team if you need any pointers!

Need help and advice exporting from your current database?

Our customer service team can help guide you when it comes to exporting your current database. Feel free to contact us at any time by clicking the chat bubble below! 

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