Moving from ChurchTrac to Gracely? Here's how to export your People and Giving data from ChurchTrac and bring it into Gracely — yourself, or with free help from our team.
Step 1: Export your data from ChurchTrac
Export People / Membership data
Log in to ChurchTrac.
Go to People / Families.
Select Custom Reports.
Click + Add to create a new report.
Choose "Everyone" (or any group you want to include).
Add the fields you want to export (name, address, phone, email, etc.).
Click Export to CSV and save the file.
Export Giving / Contributions data
Go to Giving / Pledges → Giving Reports.
Select a Start Date and End Date for the period you want.
Under report type, select Category Detail by Date.
Choose All Categories (or select specific ones).
Click Export to CSV and save the file.
💡 Tip: Include a name and, if available, an email column so Gracely can match gifts to the right people.
Step 2: Prepare your files
Files should be in CSV (or Excel .xlsx) format.
Include key identifiers (names, email, dates, amounts, funds/categories).
Split very large giving exports by year or date range if needed.
Review a few rows to make sure everything 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 exported file and map each column to the correct Gracely field.
Fix any column marked with a red icon, then 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 for 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 ChurchTrac giving 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 category/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 later.
⚠️ Note: Amount and Date are required, plus 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 migrate your data for you, we'll do it completely free.
Attach your exported files (People, Giving, etc.).
Send them to [email protected].
Include your church name and any special notes (for example, "Match by Person ID" or "Include custom fields").
Our team will handle the import and let you know when it's ready.
Tips & best practices
Always keep a backup of your original ChurchTrac files.
Export large data sets in smaller date ranges.
Let us know about any custom fields or tags you use.
After importing, check a few records in Gracely.
Still need help? Start a chat with us, or email [email protected].