Moving from ServantKeeper to Gracely? This guide shows you how to export your People and Giving data from ServantKeeper and bring it into Gracely — either yourself with our import wizards, or for free with help from our team.
You have two ways to migrate:
Do it yourself with Gracely's built-in import wizards (People and Giving), or
Send your files to [email protected] and our team will handle the data migration completely free of charge.
Step 1: Export your data from ServantKeeper
You'll export Membership (People/Families) and Contribution (Giving) data. ServantKeeper provides these through the Membership Manager and Contribution Manager.
For reference, you can view ServantKeeper's official guide here.
Export Membership (People/Families) data
Log in to ServantKeeper and open Membership Manager.
Go to Groups Keeper.
Double-click the group or list you want to export (for example, "All Members").
Click Select Fields and choose which fields to include (for example: Individual ID, Family ID, Name, Email, Address).
Click OK to confirm.
Click Save As, choose CSV or Excel format, and save the file to your computer.
💡 Tip: Only include the fields you actually need — exporting every field can slow things down.
Export Contribution (Giving) data
Open Contribution Manager in ServantKeeper.
Click the Listings dropdown and choose List Individuals' Contributions (or another report you prefer).
Select your Date Range and Accounts.
(Optional) Check Show Split Transaction Detail for detailed line items.
Use filters to include or exclude specific people.
Click Find to generate the report.
Click Select Fields to choose the data to include (for example: Name, Email, Amount, Date, Account).
Click Save As, choose CSV or Excel, and save the file.
💡 Tip: Include an Email column if you can — Gracely uses name and email to match each gift to the right person.
Step 2: Prepare your files
Before importing, make sure you have:
A Membership file
A Contribution file
Then:
Save both files as CSV or Excel (.xlsx).
Check that each file has the right columns (names, email, dates, amounts, fund/account, etc.).
Review a few rows to confirm the export looks correct.
For full cleanup tips, see Preparing your data before importing.
👉 Log in to Gracely to follow along.
Step 3: Import your people into Gracely
Log in to your Gracely account.
Go to People, click the arrow next to Create new and choose Import people.
Upload your membership file and map each column to the matching Gracely field.
Click Continue to start the import.
In Import people: ① Include ② Your column ③ Gracely's column. ④ A red icon means an included column still needs a Gracely field: ⑤ pick one from the dropdown. Then click Continue at the bottom to import.
Full walkthrough: Importing people into Gracely (CSV/Excel).
Step 4: Import your giving history yourself
You no longer need to email us to bring over contributions — Gracely has a self-service Giving Import wizard.
In Gracely, go to Contributions → Giving, click the arrow next to Add gift and choose Import gifts.
Upload your ServantKeeper contribution file (CSV or Excel).
Map columns — match your file's columns to Gracely's giving fields (Donor Name, Email, Amount, Date, Fund Name, Payment Method, and more). Gracely auto-matches what it can.
Match funds — line up each fund/account from your file with an existing Gracely fund, or create new funds on the spot.
Click Import.
Gracely matches each gift to a member by name first, then email. Gifts it can't match are still imported (just not linked to a member yet) and you can link them later.
⚠️ Note: Amount and Date are required, plus a Donor Name or Email. Make sure those columns are present before importing.
Full walkthrough: Importing giving history into Gracely (step-by-step).
Step 5 (optional): Let Gracely handle it for free
Prefer we do it? We're happy to help, completely free.
Attach your exported files (Membership and Contributions).
Send them to [email protected].
Include your church name and the email you registered with.
Our team will process the migration and confirm when everything is ready in your account.
Tips & troubleshooting
Export large databases in smaller batches if needed.
Always keep a copy of your original ServantKeeper files.
Tell us about any custom fields before importing.
After importing, spot-check a few people and giving records in Gracely.
Still need help? Start a chat with us, or email [email protected].