Migration review required
Migrate from Planning Center to Alignmint
Planning Center data is often split across giving, people, groups, and services, so we confirm which records matter before building the import path.
What usually moves
- people records
- giving exports
- households
- groups and ministry labels
- selected event participation records
What we review first
- campus and ministry structures
- giving fund labels
- records that belong in church accounting rather than CRM
Files that help
- people export
- giving export
- fund and campus lists
- group export when relevant
Quick Answer: Should you migrate from Planning Center?
Churches that need giving, people, and fund accounting to report together. The first step is a free migration review, not a blind import. We confirm the data shape, map the risky fields, and give your team a clear switching plan before records move into Alignmint.
Typical next step: The review starts with giving and people exports.
How the migration review works
- Choose Planning Center and schedule a free migration review.
- Gather the exports listed above, even if they are incomplete.
- Alignmint confirms what can move, what needs cleanup, and what should stay archived.
- Your team reviews the import result before switching active work into Alignmint.