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Migrate from ChurchTrac

Export your data from ChurchTrac and import into GraceBase

30-45 minutes0 of 5 steps complete

1

  1. Log into your ChurchTrac account at churchtrac.com
  2. Navigate to "People" from the main menu
  3. Click the "Export" button in the toolbar
  4. Select "Export to CSV"
  5. Choose which fields to include (we recommend all available fields)
  6. Click "Download" and save the CSV file

2

  1. Navigate to "Contributions" from the main menu
  2. Click "Reports"
  3. Select "Contribution Detail Report"
  4. Set your date range (we recommend exporting all history)
  5. Click "Export to CSV"
  6. Save the CSV file

3

  1. Log into your GraceBase dashboard
  2. Go to "Members" page
  3. Click the "Import" button
  4. Upload your ChurchTrac CSV file
  5. Review the column mapping (GraceBase auto-detects ChurchTrac columns)
  6. Click "Import Members"

4

  1. Go to "Donations" in GraceBase
  2. Click "Import Donations"
  3. Upload your ChurchTrac contributions CSV
  4. Map the columns for donor, amount, date, and fund
  5. Click "Import"

5

  1. Compare member counts between ChurchTrac and GraceBase
  2. Spot check 5-10 member profiles for accuracy
  3. Verify donation totals match your ChurchTrac reports
  4. Generate a test giving statement

Field Mapping Reference

ChurchTrac FieldGraceBase FieldNotes
FName / First NamefirstNameAuto-mapped
LName / Last NamelastNameAuto-mapped
EmailemailAuto-mapped - Primary email used
CellPhone / Cell PhonephoneAuto-mapped
Addr / AddressaddressLine1Auto-mapped
CitycityAuto-mapped
StatestateAuto-mapped
Zip / ZipCodezipAuto-mapped
BirthDate / DOBbirthdateAuto-mapped
MemberStatusstatus"Member" → MEMBER

What Migrates to GraceBase

Fully Supported

  • All people records
  • Contact information
  • Contribution history
  • Family relationships
  • Custom fields

Manual Recreation

  • Group structures
  • Attendance records
  • User accounts
  • Report templates

Frequently Asked Questions

Need Help? We'll Migrate For You

Our team offers free white-glove migration assistance. We'll handle everything from data export to verification, ensuring a seamless transition.

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