Moving your parish data to new software

Plan around the parish calendar

Avoid switching during Holy Week, Christmas or a major sacrament season. A quiet month gives staff time to check records.

Keep the old system available read-only until the new one has been checked.

Export everything you can

Export families, members, contact details and sacrament dates to spreadsheets. Save a full backup copy before changing anything.

Clean before you import

Remove duplicate people, give every person a family, add country codes to phone numbers, and use one date format throughout.

Import a test batch first

Import one ward or a few families, check that names, families and dates landed correctly, then import the rest.

Check with ward leaders

Give ward leaders access to review their own families. They spot missing or moved families faster than the office.

Invite members last

Once records are checked, share the parish QR code so members join the app and correct their own details, with admin approval.