Importing From Church Windows

Depending on which version of Church Windows you have will determine which instructions set you will use. Try the first method, and if it doesn't work use the second.

1st Method

1. Go to Membership > Reports > Directory > Export
• In the "Print Membership Reports Window":
• People tab:
• Select a membership field: choose Individual #
• Make selections: Is not Blank
• Select the + Selection button
• Check Members and Visitors. Select Terminated/Inactive if you wish to import member data for former or inactive members into your new ChurchTrac account
• Select "Next"
• In the "Selections for Membership Report Window":
• Options tab:
• Select Mail Merge/Export
• Select the + button to add a report
• Select the Select Fields button. Select all fields
• Export Options section:
• For File, select the ... button and select the location of the export file
• Select Comma as the Delimiter
• Check Include year on Birth Date (Make sure it's not only for children)
• Give the file a name
• Select the Export button

2nd Method

1. Go to Membership
2. Select Contact List
3. Select Print
• In the "Report Format" window:
• Select Mail Merge/Export
• Check Include year on Birth Date (Make sure it's not only for children)
• Select the New + button
• In the "Mail Merge/Export" window:
• Give the report a name or title
• Separate fields with: {Comma} ()
  
• Uncheck Include at End of Record
• Select the fields to import: select the Add all >> button
• Select OK
• Select Next
4. When you see the report preview, the report has been created. You can save the report to your computer

Attach your spreadsheet to a support ticket, and we’ll perform the import for you. We’ll try to use the file as-is, but we may request changes if something needs to be adjusted.