Import and export – ChurchTools Academy

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Knowledge Bases
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Knowledge Bases
Forum

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Start
Help pages
Finances
Import and export

Register and log in

2

Web Login
Two-factor authentication

Where is what?

1

Blue Menu Bar

Customization

2

The Start page
How to change the language of my ChurchTool?

Writing and Text Design

8

Placeholders
Writing Assistant

Other

4

What is the maximum file size for an upload?
How to give feedback
Supported browsers by ChurchTools
What are the technical requirements for the app?

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
- What is the Info Screen?
- How to configure the info screen display?
Other
- How to print the calendar view
- How to enter my absences?

Events

8

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?
Staff/Volunteers
- How to enter absences in the Events module?
Running Events
- How to run events with an attendee limit

Resources

6

How do I create a booking request?
How to interpret the utilization metrics for our resources?
How to create resource types?
Overview of resources
How to limit the display in the booking plan?
How to create resources?

Check-in

16

For which events can I use the check-in module?
Check-in, group meetings, group calendar – what’s the difference?
Overview check-in
Preparations
Track attendance
Troubleshooting

Report

1

Reports

Wiki

2

Wiki overview
Editors
- Markdown Editor

Finances

49

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
- Import templates
Other
- Principles for proper accounting

Sync

21

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?

Understanding Permissions

13

Overview Permissions management
Basics
Permissions
Security Level
- What are security levels?
- Which security levels are there and what are they used for?

Editing Permissions

6

How to find out by which permissions a person is authorised
Assigning Permissions
- How to give global permissions?
- How to give group-internal permissions?
Editing Security Levels
- How to change the default security levels?
- How to change the security level of a Personfield?
Specific Use Cases
- How to find mistakes in the permission management?

Permissions per module

16

Authorise Groups
Authorise posts
- Permissions for posts
Authorise Calendar
- How to adjust the calendar permissions
- Making the calendar with your church services visible for everybody
Authorise Wiki
- How to give permissions for new wiki categories?
Authorise Finances
- Permissions for finances

General

5

How to create and edit a campus?
Overview of system settings
General system settings
What are person statuses, campuses and departments in ChurchTools?
How to store registration settings?

Modules

1

System settings for modules

Data Security/Privacy

12

How does ChurchTools help you with data protection?
General
Data Security
Security
- Authority to give instructions
- How to allow support access?

Communication

7

Troubleshooting: Service reminders are not sent
E-mail settings
How to activate/deactivate system e-mails?
System e-mails at a glance
Troubleshooting: Leader does not receive e-mails about changes in the groups
Settings for the chat
Chat is no longer updating – what to do?

Integrations

15

Overview of integrations
General
CCLI SongSelect
- CCLI integration
- CCLI® Auto-Reporting
E-Mail
API

License

2

How do I increase the storage space for our ChurchTools?
How to book/change my license

Basics

12

Get started with ChurchTools
First Steps

Super-Admin

3

What is a Super Admin?
Add or remove a Super Admin
What is the difference between Super Admin and Admin?

Languages

4

How to customize translations in ChurchTools?
Overview of languages and translations
How to add new languages to ChurchTools?
Technical names of the ChurchTools modules

Simulate user

4

How to simulate a user?
How to end a simulation?
Simulate persons for troubleshooting and permissions management
Why can’t I simulate or change a user?

Other

5

What do I need to keep in mind when changing my ChurchTools domain?
How to check HTML-Templates
How to use the log?
Execute scheduled tasks (cron job)
How to use ChurchTools for heating control?

Public Relations

8

How to keep data from ChurchTools up to date on the congregation’s website?
Overview of public relations
Who can work in the area of public relations?
How to create and edit our public profile?
How to publish and check my profile?
How to verify our profile for a test system or free system?
How to add users for our ChurchTools website?
How to manage the approvals for the ChurchTools website?

Finder

8

Overview Finder
Find a church
Representing my church

Website

35

First Steps
Settings
Pages
Content
Sidebar
- What is the sidebar and how to customise it?
Files
- Manage files
- How to disclaim copyrights for uploaded images
Navigation
- How to edit the navigation menu?
Keywords
- What are tags, and what are they used for?
Contact Forms
- How to create and edit a contact form
Other
- How to set up redirects for my website?
- Page, web page, website – what’s the difference?

Login

9

Login to and with ChurchTools
What is the difference between LDAP and OAuth?
OAuth
LDAP

Import and export

How to export transactions
How to prepare my cost center file for import into ChurchTools?
How to import transactions?
How to export cost centers?
How to import cost centers from a file?
How to export a chart of accounts?
How to prepare my chart of accounts file for import into ChurchTools?
How to import account data from a file?
Import from Optigem

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
How to add users for our ChurchTools website?
How to use an own domain for my website?
How to import data from ChurchTools?
Embed calendar: URL parameters

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