Step 1: Export Your Data from Realm
Export People / Membership Data
Log in to your Realm account.
In the left menu, go to Reports → Custom Query.
Use the field “Family Name” with the parameter “is not blank” to find all people with a family name.
Click Show Results.
Use Edit Columns to pick which columns you want (for example: First Name, Last Name, Family Position, Individual ID, Family ID, Address, Email, Phone, Date of Birth, Gender, Marital Status, etc.).
Click Apply.
Click Preview, then Download as “Individual List (.csv)”.
Export Giving / Contributions Data
From the Reports menu, select Predefined Reports.
Choose the Giving tab.
Click Edit and Run for the Detailed Giving report.
Set your date range (for example, year or period you want).
Do not change "Fund" or “Payment Type” filters (keep defaults).
Run the report.
After the data appears, click the printer icon or dropdown, then select Export (.csv) to download the file.
Step 2: Prepare Your Exported Files
Make sure your files are CSV or Excel (.xlsx).
Ensure important identifiers are included (Individual ID, Family ID, names, dates, amounts).
If a giving export is very large, break it into smaller date ranges (e.g. by year).
Open the files and check a few rows to confirm that the data looks correct (columns match, values make sense).
👉 Log in to Gracely to follow along.
Step 3: Import into Gracely Yourself (Option 1)
Log in to your Gracely account.
Go to People, click the arrow next to Create new and choose Import people.
Upload the membership export file. Map each column (exported) to the appropriate 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.
Step 4: Let Gracely Do It for You (Free Migration)
If you would rather we do it:
Attach your exported CSV files (People, Contributions).
Send them to [email protected].
Include your church name / account name and any notes (for example, “Match by Individual ID”, or “Include custom fields such as campus or tags”).
We will import your data into Gracely for you at no cost and let you know once it’s ready.
Tips & Best Practices
Always keep backups of the original Realm export files.
If an export times out or is slow, break it into smaller date ranges.
Share with us any custom fields, tags, or data you rely on so we can map them properly.
After migration, review some sample records (people, giving) to make sure everything transferred correctly.
If you need help at any step or run into issues, just email [email protected] — we’re happy to guide you.