Be sure to include member IDs, family IDs, and envelope numbers!
Import your newly-formatted spreadsheet! Boom – done!
✔️ Donation & Giving Tracking Made Easy
If you have someone at your church that is in charge of tracking giving and billing, make sure to add them to your network and give them the necessary privileges.
Decide if you want to move over historical giving data or if you are moving mid-year.
Use the Intelligent Info Gathering feature to fill in missing data and keep member information up to date so your data gets better with time, not worse!