đŹ Watch the step-by-step video: Walkthrough: How to move your church to Gracely
Welcome to Gracely! This is your home base for moving from another church management system. It links to every export guide and import tool, and gives you a simple checklist so nothing gets missed.
How migration works
Most churches follow the same path:
Export your data from your current software (People and Giving).
Prepare the files (clean them up, save as CSV or Excel).
Import people into Gracely.
Import your giving history into Gracely.
Spot-check that everything landed correctly.
You can do all of this yourself with Gracely's built-in wizards â or send your files to [email protected] and our team will migrate them for you, completely free.
Step 1: Export from your current software
Pick your current system for exact export steps:
Using something else? Most systems can export People and Giving to CSV or Excel â export both, then follow the import steps below. If you get stuck, start a chat with us.
Step 2: Prepare your data
A little cleanup makes the import smooth. See Preparing your data before importing for required columns, date formats, and tips.
Step 3: Import your people
Go to People and click Import people, then upload and map your columns. Full walkthrough: Importing people into Gracely (CSV/Excel).
đĄ Tip: Import people before giving. When members already exist, Gracely can link each gift to the right person automatically.
Step 4: Import your giving history
Go to Contributions â Giving, click the arrow next to Add gift, and choose Import gifts, then follow the Upload â Map Columns â Match Funds â Import steps. Full walkthrough: Importing giving history into Gracely (step-by-step).
Migration checklist
Exported People from your old software
Exported Giving / Contributions from your old software
Saved files as CSV or Excel (.xlsx)
Cleaned up the data (see Preparing your data before importing)
Imported people (People â Import people)
Imported giving (Contributions â Giving â Import gifts)
Spot-checked a few people and gifts in Gracely
Kept a backup of your original export files
Prefer we do it for you?
Email your exported files to [email protected] with your church name and the email you registered with. We'll handle the migration for free and confirm when it's ready.
Still need help? Start a chat with us, or email [email protected].