We want your transition to Undershepherd to be as smooth and seamless as possible. That’s why we offer multiple integration options to help you import your existing data quickly and securely. Whether you’re switching from another platform or starting fresh, we’ve got you covered!
Integration Options
Planning Center and Breeze are among our most popular integrations, but we also support other platforms and custom imports. Here’s a full list of currently supported platforms:
- Planning Center
- Breeze
- ChurchTrac
- Any platform that exports to Excel or CSV
If your platform isn’t listed, don’t worry! As long as you can export your data to Excel or CSV format, we can help you bring it into Undershepherd.
Using an Excel Sheet? Let Us Handle the Import!
If you’re currently using an Excel sheet to manage your data, we make it easy to securely transfer your file for import. Simply use our Undershepherd Excel Import Form to send us your data, and our team will take care of the rest.
Why Use the Form?
Excel exports can vary significantly based on the platform or system you’re coming from. By using our form, you ensure your data is handled securely and mapped correctly into Undershepherd.
Starting from Scratch?
If you’re not currently using any platform to manage your member data, you’ll need to manually enter your information into Undershepherd. While this may take some time initially, you’ll benefit from a centralized, easy-to-manage database for all your records moving forward.