Switching from ChurchWindows to Gracely? This guide covers exporting your People and Giving data from ChurchWindows and importing it into Gracely — yourself, or with free help from our team.
Step 1: Export your data from ChurchWindows
Export Membership / People data
Log in to ChurchWindows.
Go to the Reports module.
Find the Exports / Data Export options (or "Export to CSV").
Select the data set to export (for example: People, Families, Members).
Choose the fields/columns you want (names, addresses, IDs, phone, email, etc.).
Run the export and save the file as .csv.
Export Giving / Contributions data
In ChurchWindows, navigate to giving / financial / contribution reports.
Select the date range you want to export.
Choose report options like "By Donor," "By Date," or "Category Detail," depending on how your system names them.
Select the fields you want (donor name, email, amount, date, fund, etc.).
Run the export and save as .csv.
💡 Tip: Include an email column where possible so Gracely can match gifts to the right people.
Step 2: Prepare your files
Make sure files are CSV or Excel (.xlsx).
Include key identifiers (names, email, dates, amounts, funds).
If a file is very large, break it into smaller chunks (for example, by year).
Review a few rows to confirm columns and values look right.
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 export and map each column to the corresponding 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 don't need to email support for 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 ChurchWindows 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 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): Ask Gracely to migrate your data for free
If you prefer we handle it (for free):
Attach your exported files (People, Contributions, etc.).
Email them to [email protected].
Include your church/account name and any notes (for example, "Match by Member ID" or "Include custom fields").
We'll import your data and let you know when it's ready.
Tips & best practices
Always keep backups of your original ChurchWindows export files.
If exports are slow or time out, break them into smaller date ranges.
Tell us about any custom fields, tags, or categories so we map them correctly.
After importing, spot-check people and giving records in Gracely.
Still need help? Start a chat with us, or email [email protected].