Skip to main content

Switch with a plan

Bring your church history with you.

Changing your ChMS should not mean leaving your people, giving history, or years of context behind. Relius gives you a clear path and a human place to ask questions.

Guided reviewCopy-based importYour data stays yours

A move your team can understand

Move in clear stages, with room to review.

You do not need to become a data specialist to change systems. Start with the parts of your church record that matter most, then bring your team along.

01

Name what matters

Tell us where your church works today and which people, giving, groups, or history you need to bring with you.

02

Prepare a copy

Export the records you choose from your current system. Your source account remains available while you review the move.

03

Review together

Upload your files, review the field mapping and duplicates, and ask questions before records are committed.

04

Invite your team

Once the data looks right, bring in your staff and volunteers and use the guided demo email to settle into your new rhythm.

Your source stays intact

Relius works from exported copies, so your current system remains available during the transition.

You review before import

See how fields and sample records are understood before choosing to commit the import.

Fix what needs attention

Review errors and re-import the rows that need correction instead of starting over.

Migration questions

A safer switch starts with an honest answer.

We can help you identify what to export, what to verify, and what should stay in your current system until you are ready.

Make the next step lighter

Let's talk about your church's move.

Bring your current platform, your questions, and the parts of your history you want to protect. We'll help you make a practical plan.

Book a migration review