Switching from Planning Center to Relius
If your church is evaluating a Planning Center alternative, Relius brings people, giving, planning, and care workflows together with transparent tiers and optional AI assistance. Review the available exports and choose a transition pace that fits your team.
What transfers from Planning Center
People
Member profiles, contact info, family relationships, custom fields
Donations
Full giving history, donation amounts, dates, and fund designations
What you gain with Relius
People, giving, planning, and care workflows in one platform
Available tools for creating content from sermons
Follow-up prompts for pastoral care workflows
Translation assistance for multilingual services
Optional AI assistance for giving and attendance insights
Transparent tiers that make it easier to plan your software budget
Planning Center vs Relius
See how Relius compares feature by feature
How to export from Planning Center
Follow these steps to download your data, then upload it to Relius
- 1Log into Planning Center and go to People
- 2Click on 'Lists' and select 'All People'
- 3Click 'Export' and choose CSV format
- 4For donations, go to Giving > Reports > Export
- 5Download both CSV files to your computer
Then, import into Relius
Our guided wizard walks you through every step
Select Source
Choose the platform you're migrating from with platform-specific export instructions
Upload Files
Drag-and-drop CSV upload with automatic structure detection
Map Columns
Intelligent field mapping with auto-suggestions and sample data preview
Review Duplicates
Duplicate review with merge, create, or skip options
Import Progress
Progress tracking with error handling
Summary & Results
Import statistics with an available error report for review
Concerned about switching?
We hear you. Here's what we want you to know:
Your team can review the workflow before committing to a full transition
Keep source exports available while you verify the records you import
You choose the transition pace; there is no need to switch overnight
Frequently asked questions
Ready to switch from Planning Center?
Bring an export, review the mapping, and get practical help from our team.