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KnowledgebaseGetting Started & Onboarding1-Click ChMS Migration Guide (Planning Center, Breeze, CSV)
Getting Started & Onboarding
5 min readUpdated September 2026

1-Click ChMS Migration Guide (Planning Center, Breeze, CSV)

How to easily import all member records, families, and contact numbers into Net153.

Overview

Migrating to Net153 is fast and painless. Our automated Data Import Wizard recognizes member names, mobile numbers, email addresses, birthdays, and household links from any standard export.

Key Points:

  • Supports Planning Center, Breeze ChMS, Elvanto, Church Community Builder (CCB), and Tithe.ly
  • Automatic duplicate detection & merging
  • Historic inactive records stored 100% free of charge

Step-by-Step Instructions

1

Export CSV from Your Current System

In your current ChMS, export your full People or Directory database as a standard CSV or Excel file.

2

Open 1-Click Import in Net153

In Net153, click People in the main navigation, then click the "Import Directory" button in the top right corner.

3

Map Data Columns

The Import Wizard automatically detects fields like First Name, Last Name, Mobile (E.164 format), Gender, and Household. Verify the mappings on screen.

4

Review & Confirm Import

Click "Run Import". Net153 processes the records, creates family household cards, and flags any duplicate phone numbers for your review.

Pro Tip

Ensure South African phone numbers include their standard area code or international prefix (+27) so automated SMS and WhatsApp messages route properly.

Need assistance setting this up?

Our team can guide you through migration, custom domains, or WhatsApp configuration.

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