Switching from Breeze to Gracely? This guide walks you through exporting your data from Breeze and importing it into Gracely — yourself, or with free help from our team.
You can either import your data yourself with Gracely's import wizards, or send your files to [email protected] for a completely free migration.
Step 1: Export your data from Breeze
Breeze lets you export People, Tags, Events, Contributions, and Notes.
Log in to your Breeze account.
Go to Account Settings (top right).
Click Manage Account.
Select View More on the left.
Click Export.
Choose the type of data to export (People, Tags, Events, Contributions, Notes).
Click Export again to download the file.
💡 Tip: If your contribution data is large, export it one year at a time to avoid timeouts.
Step 2: Prepare your files
After exporting, you should have one or more CSV or Excel (.xlsx) files. Before importing:
Check that each file has the correct columns (names, email, dates, amounts, funds, etc.).
Split very large files into smaller ones if needed (especially contributions).
Review a few rows to confirm the data looks accurate.
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 file and map the columns (for example, “First Name” → “First Name”).
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 don't have to email support to bring over Breeze contributions — use Gracely's self-service Giving Import wizard.
In Gracely, go to Contributions → Giving, click the arrow next to Add gift and choose Import gifts.
Upload your Breeze contributions 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 from your file with an existing Gracely fund, or create new funds.
Click Import.
Gracely matches each gift to a member by name first, then email. Unmatched gifts are still imported and can be linked to a person later.
⚠️ Note: Amount and Date are required, along with a Donor Name or Email.
Full walkthrough: Importing giving history into Gracely (step-by-step).
Step 5 (optional): Let Gracely handle it for free
If you'd like us to do the migration for you, we'll take care of everything — free of charge.
Attach your exported files (People, Contributions, etc.).
Send them to [email protected].
Include your church name and any special notes (for example, “Match by Person ID” or “Include Tags”).
Our team will review your data, import it, and confirm when it's ready in your account.
Tips & best practices
Keep a backup of your original Breeze files.
Export large data sets in smaller date ranges.
Let us know if you use custom fields or special tags.
After importing, check a few sample records in Gracely.
Still need help? Start a chat with us, or email [email protected].