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Migrate from Elvanto

Transfer your people, groups, and giving data from Elvanto to GraceBase

45-90 minutes0 of 8 steps complete

1

  1. Log into your Elvanto account at elvanto.com
  2. Go to "People" from the main navigation
  3. Click the dropdown arrow next to "People" and select "Export"
  4. Choose the fields you want to export
  5. Select "CSV" as the export format
  6. Click "Export" and save the file

2

  1. Navigate to "Groups" in the main menu
  2. Click "Export"
  3. Choose to export group membership data
  4. Save the groups CSV file

Group structures can be recreated in GraceBase Small Groups.

3

  1. Go to "Finance" section
  2. Navigate to "Reports"
  3. Select "Transaction Report"
  4. Set date range to cover all history
  5. Click "Export to CSV"

4

  1. Go to "Services"
  2. Export your service roster and volunteer assignments
  3. Save for reference when setting up GraceBase

Service rosters will be recreated in GraceBase Events & Volunteers.

5

  1. Log into your GraceBase dashboard
  2. Go to "Members" page
  3. Click the "Import" button
  4. Upload your Elvanto People CSV file
  5. Review the column mapping
  6. Click "Import Members"

6

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

7

  1. Go to "Small Groups" in GraceBase
  2. Create groups matching your Elvanto structure
  3. Add group leaders and members
  4. Configure meeting schedules

8

  1. Compare member counts
  2. Spot check profiles for data accuracy
  3. Verify giving history totals
  4. Test generating a giving statement

Field Mapping Reference

Elvanto FieldGraceBase FieldNotes
firstnamefirstNameAuto-mapped
lastnamelastNameAuto-mapped
emailemailAuto-mapped
phonephoneAuto-mapped
mobilephoneAuto-mapped - Preferred over home phone
addressaddressLine1Auto-mapped
citycityAuto-mapped
statestateAuto-mapped
postcodezipAuto-mapped
countrycountryAuto-mapped
birthdaybirthdateAuto-mapped
gendergenderAuto-mapped
statusstatus"Active" → MEMBER

What Migrates to GraceBase

Fully Supported

  • All people records and demographics
  • Contact information
  • Giving transaction history
  • Fund designations
  • Custom fields
  • Family relationships

Manual Recreation

  • Group structures
  • Service rosters and positions
  • Volunteer skills and availability
  • User accounts and permissions

Frequently Asked Questions

Need Help Migrating?

Our team offers free migration assistance. We'll help you export from Elvanto, import into GraceBase, and verify everything is working correctly.