Import and export

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Knowledge Bases
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Knowledge Bases
Forum

English
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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?

Other

2

Supported browsers by ChurchTools
What are the technical requirements for the app?

People

8

Overview People
Basics
- Understanding Follow-ups
- Filter
Import/Export
- How do I import personal data from a file?
- How do I import group members?
Settings

Groups

46

Promoting communication in the congregation
Overview groups
About The Groups Module
My Group
Organize Groups
- Networking groups with each other
- What is the hierarchy?

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

6

Filter options
Overview Events
Administration
- How to create a service?
- Roles and Role categories
Planning 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

2

Overview check-in
Connect Label Printer to Check-in

Report

1

Reports

Wiki

2

Wiki overview
Editors
- Markdown Editor

Finances

25

Overview Finance
Master data
Transactions
Budgets, reports and purposes
Donations
Import and export
- How to export transactions
Templates for download
- Import templates
Other
- Principles for proper accounting

Sync

15

Basics
Configure Connections
Configure Jobs
Sync Finances
- 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

15

Authorise Groups
Authorise posts
- Permissions for posts
Authorise Calendar
- 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

6

Settings for E-mail
How to activate/deactivate system e-mails?
System e-mails at a glance
Troubleshooting: Leader doesn’t get notified about changes in a group via e-mail
Settings for the chat
Chat is no longer updating – what to do?

Integrations

21

Overview Integrations
General
E-Mail
API

Basics

13

How to keep data from ChurchTools up to date on the congregation’s website?
Get started with ChurchTools
First Steps

Super-Admin

2

What is a Super Admin?
Add or remove a Super Admin

Place Holders

5

How to use placeholders in form letters?
Overview Placeholders
Placeholders in ChurchTools
How to use control structures with placeholders
How to use placeholders in e-mails

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

8

How to give feedback
How to check HTML-Templates
How to use the log?
Execute scheduled tasks (cron job)
Settings for the member list
How to use ChurchTools for heating control?

Public Relations

7

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

9

Overview Finder
Find a church
Representing my church

Website

30

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?
Contact Forms
- How to create and edit a contact form
Other
- Differences between web hosting and ChurchTools Website
- Page, web page, website – what’s the difference?

Web and App

2

Changelog Web
Changelog App

Login

9

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

How to export transactions

Popular Docs

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

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ChurchTools has been specially developed for church life. With its many functions, it enables members to work together and communicate, saves valuable time in administration and organization and helps the church to work in a lively way.

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