It is one of our goals here at to make data migration as painless as possible. Follow the directions below on how to export information out of your current Church Windows account.

First, depending on which version of Church Windows you have will determine which instructions set you will use. Try the first method, and if it doesn't work use the second.

Exporting People: 1st Method

  1. Within Church Windows, navigate to "Membership" > "Reports" > "Directory" > "Export"

             -- Print Membership Reports Window
                       a) People Tab:
                                i) Select a membership field, choose "Individual #"
                                ii) Make selections, "Is not Blank"
                                iii) Click "+ Selection" Button
                                iv) Check "Members", "Visitors", and "Terminated/Inactive" (if desired)
                       b) Click "Next" button (bottom of the screen)

             -- Selections for Membership Report Window
                       a) Options Tab
                                i) Select "Mail Merge/Export"
                                ii) Click "+" Button to add report. Name it "Export_People"
                                iii) Click "Select Fields" button. Select All fields
                       b) Export Options Section

                                i) For File, click the "..." button and select the location of the export file

i.e. C:\Temp\Tithely People.csv
                                ii) Select "Comma" as the Delimiter
                                iii) Check "Include year on Birth Date"
                                iv) Enter in " People" in to the "Export Name" field.

                       c) Click "Export" button (bottom of the screen)

Exporting People: 2nd Method

  1. Within Church Windows, navigate to "Membership"
  2. Click "Contact List" button. It's located at the bottom right corner of the window.
  3. In the Contact List Window click the "Print" button. It's located in the top row of buttons
  4. Report format Window

                       a) Select "Mail Merge/Export"
                       b) Check "Include year on Birth Date"

                       c) Click "New +" Button

Mail Merge/Export Window

  1. Title: Export_People
  2. File Name: c:\temp\export_people
  3. Separate fields with: {Comma} ()
  4. Uncheck "include at end of record"
  5. Select the fields to import, click "Add all >>" button to get everything
  6. Click "OK" button
  7. Click "Next" Button
  8. When the preview of the report appears the export file has been created at the identified location.

There are 2 versions of Church Windows. If you have the version that has "Donations" then you can export the givings easily. If you have the version with "Contributions" then you can only export the givings one year at a time to a PDF file, which is hard to convert properly to Excel.

Exporting Donations

  1. Within Church Windows, navigate to "Donations" > "Reports/Export" > "Donation Reports" > " Donations Log Report"
  2. On the Donations Log Report Window:

                a) Filter Tab: Set Date Range
                b)Column Tab: Set Columns & Suppression
                c) Select these Columns:
                            i. Trans #
                            i. Donation Date
                            i. Batch Code
                            i. Check #
                            i. Account
                            i. Amount
                            i. Account ID
                            i. Account Name
                            i. Pymt. Method
                            i. Line Item Comments
                            i. Giver Name
                            i. Giver #
                d) check "Suppress repeating transaction data"
                e) Click "Print" Button

3. Preview Window:
                a) Click the disk icon (Export Docuemnt)
                b) Select "Excel Document"
                c) Save it

Exporting Contributions

  1. Set the Year

                a) Within Church Windows, navigate to "Contributions" > "Special Functions" > "Contribution Profile" > "Change Date"
                b) Select the year

2. Create PDF
                a) Within Church Windows, navigate to "Contributions" > "Reports" > "Log Report"
                b) Click "Select Printer" button
                c) Select "PDF" if possible, if not available select "XPS"
                d) Click "Next" button
                e) Click "Print All" button

                f) Save PDF

You can only save one year at a time, repeat steps 1 and 2 for each year you want to export.

After you have done this, click here to learn more on how to import that information into ChMS!

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