Church Windows

How to export data from Church Windows

Depending on your version of Church Windows, there are two methods for exporting. We recommend that you try the first method first, and if you do not get the data you need, move on to the second method.

People Export

1st Method:

1. In Church Windows, go to Membership> Reports> Director > Export
   • Print Membership Reports Window
     1. People Tab:
        1. Select a membership field, and choose "Individual #"
        2. Select "Is not Blank"
        3. Click "+ Selection" Button
        4. Check "Members", "Visitors", and "Terminated/Inactive" (or who you are choosing to bring over in the import to Churchteams)
     2. Click the "Next" button at the bottom of the screen
   • Selections for Membership Report Window
     1. Options Tab
        1. Select "Mail Merge/Export"
        2. Click the "+" Button to add a report. Name it "Churchteams_People"
        3. Click the "Select Fields" button. Select All fields
     2. Export Options Section
        1. For File, click the "..." button and select the location of the export file
        i.e. C:\Temp\Churchteams People.csv
        1. Select "Comma" as the Delimiter
        2. Check "Include year on Birth Date"
        3. Enter "Churchteams People" into the "Export Name" field.
     3. Click the "Export" button at the bottom of the screen

2nd Method:

1. In Church Windows, go to Membership
2. Click the "Contact List" button in the bottom right corner
3. In the Contact List Window, click the "Print" button located in the top row of buttons
4. Report format Window
   1. Select "Mail Merge/Export"
   2. Check "Include year on Birth Date"
   3. Click "New +" ButtonMail Merge/Export Window
      1. Title: Churchteams_People
      2. File Name: c:\temp\churchteams_people
      3. Separate fields with: {Comma} ()
      4. Uncheck "include at end of record"
      5. Select the fields to import, and click the "Add all >>" button to get everything
      6. Click the "OK" button
5. Click "Next" Button
6. When the preview of the report appears the export file has been created at the identified location.

Giving Export

1. Create a folder on your computer and name it CW Exports.  (You will only create this one folder and then can add multiple export files to this same folder)
2. Open Church Windows and create your Donation report to export.
   1. In the CSV Export Options, click "OK" (These options appear each time you export)
   2. In Church Windows, click on the drop arrow in the Export Document menu and choose the "CSV File" type.  On the CSV Export Options pop-up box, select Comma as the Delimiter, choose your folder created in Step 1 as the Destination, and click OK
   3. On the Save As screen, choose your local Drive   
   4. Click on the ‘+’ to expand the folder.   You may choose to change the ‘File Name’ and click Save.  A dialog box opens, informing you that a file has been created and asks if you wish to open the file.  Click NO. 
   5. The export is now saved to your computer.