Switching software
Switching from ChMeetings to ChurchFlow
Your people and families move from ChMeetings to ChurchFlow in a few minutes: export the file, drop it in as is, ChurchFlow recognizes the columns, then you check before importing.
14 days free, no credit card · $19.99 a month for your whole church
1. Export your people from ChMeetings
- In ChMeetings, open People and select everyone.
- Click “Export” and choose Excel.
- Drop the downloaded file into ChurchFlow as is.
2. Import into ChurchFlow
- Open People, then click “Import”.
- Choose “ChMeetings” and drop the file (CSV, Excel or .zip).
- Check the recognized columns: first name, last name, email, phone, birth date, family, address. You can adjust them if needed.
- Check the summary: new people, duplicates found, rows to review. Then import.
What gets imported
People and families: names, emails, phone numbers, addresses, birth dates and family links. Each record is tagged “Import ChMeetings”. Inactive people can be left out, and large files are imported in batches of 2,000 people.
Gifts, groups and history are not transferred by the import. The import also does not grant consent for emails and texts: you will need to ask people for it.
Frequently asked questions
What if someone is already in ChurchFlow?
ChurchFlow recognizes them by email, phone, or name and birth date. By default the existing record is left unchanged. You can also choose to complete it, without erasing anything.
Can I try it with my real data?
Yes. The 14-day free trial, with no credit card, lets you import your real people.
Keep reading
- Import your Excel or CSV list into ChurchFlowHow to move your people and families from an Excel or CSV file to ChurchFlow, step by step, with a 90-second video.
- Never lose track of a new visitor againWelcome every new visitor and follow up personally: a “Plan my visit” form, step-by-step journey, reminders and automatic follow-ups.
- Church giving and tax receipts, in one placeAccept online gifts, record Sunday offerings and issue annual official tax receipts (CRA) in one click. Included in the ChurchFlow plan.