Skip to main content

Migration review required

Migrate from Realm to Alignmint

Realm migrations need a review of giving, people, groups, and accounting expectations before we confirm the safest import path.

Schedule Free Review Get checklist

What usually moves

  • people records
  • giving history exports
  • family and household records
  • group labels
  • fund and campaign labels

What we review first

  • member status rules
  • giving funds and restrictions
  • records that should be archived instead of imported

Files that help

  • people export
  • giving export
  • fund list
  • group list

Quick Answer: Should you migrate from Realm?

Churches that want member, giving, and finance records connected before the next reporting cycle. 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 confirms available exports before import.

How the migration review works

  1. Choose Realm and schedule a free migration review.
  2. Gather the exports listed above, even if they are incomplete.
  3. Alignmint confirms what can move, what needs cleanup, and what should stay archived.
  4. Your team reviews the import result before switching active work into Alignmint.
Schedule Free Review View fund accounting
Ready to get started?Start Plus Trial