Import from Optigem – ChurchTools Academy

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Help pages
Modules
Finances
Import and export
Import from Optigem

People

15

Overview People
Basics
Communication
Import/Export
- How to import personal data from a file?
- How to import group members?
Settings

Groups

56

Promoting communication in the congregation
Overview groups
About The Groups Module
My Group
Organize Groups

Posts

16

Overview Posts
How do posts differ from chat?
Use
Administration

Calendar

31

Overview Calendar
Basics
- Why are my past appointments no longer visible in the calendar?
- How to filter for appointment tags?
Create/Administer Calendars
Adding Appointments
Subscriptions/Reminders
Embedding Calendars
Info-Screen
- How to display the info screen on the monitor in our foyer?
- How to configure the info screen display?
Other
- How to print the calendar view
- How to enter my absences?

Events

7

Overview Events
Filter options
Administration
- How to create a service?
- Roles and Role categories
Planning Events
- Employee communication at events
- How to use the event chats?
Running Events
- How to run events with an attendee limit

Resources

4

How to create resource types?
Overview of resources
How to limit the display in the booking plan?
How to create resources?

Check-in

5

For which events can I use the check-in module?
Check-in, group meetings, group calendar – what’s the difference?
Overview check-in
Preparations
- Connect Label Printer to Check-in
Track attendance
- Why is it worth closing a group meeting?

Report

1

Reports

Wiki

2

Wiki overview
Editors
- Markdown Editor

Finances

48

How to start the free trial period for the finance module?
Overview Finance
Master data
Transactions
Budgets, reports and purposes
Donations
Import and export
Templates for download
- Templates for Download
Other
- Principles for proper accounting

Sync

20

What can I do with the sync?
DBSync is switched off – What happens next for me?
Basics
Configure Connections
Configure Jobs
Sync Finances
- How to synchronize accounting data
- Can I synchronize accounting data even though I do not use ChurchTools Finance?

Import from Optigem

Cleaning Up Data in Optigem
How do I sync personal data with Optigem?
How do I import my chart of accounts from Optigem?
How do I import projects from Optigem?
Required Permissions and License Adjustments

Popular Docs

How to set DNS Records with my provider?
How do posts differ from chat?
Web Login
How to find the sync user’s login token
Changelog Web
How to add users for our ChurchTools website?
How to use an own domain for my website?
How to import data from ChurchTools?

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