Switching to GraceBase is easy. Follow our step-by-step guides, or we can help with the migration — just reach out.
We can export your data, import it into GraceBase, and help verify everything. Just reach out and we'll help.
Bring over your giving history for accurate tax statements and reports.
Member profiles, families, and contact info come over too.
We're here to help at every step of your migration.
Most migrations take 30-90 minutes for the data transfer. We recommend allowing 2-3 hours total to include verification and testing. We can help with the process if you prefer a hands-off approach — just reach out.
In most cases, no. We help you import your giving history so you keep accurate year-end statements. How much comes over depends on what your current provider lets you export—our team reviews the data with you during migration.
For security, payment information can't transfer between platforms. GraceBase sends friendly invitations to your recurring donors with a simple link to set up their new recurring gift.
Yes! We recommend a 2-4 week overlap period. Accept donations in both systems while your congregation transitions, then consolidate the data before fully switching.