Switch to CareNoteWithout Losing a Single Record
Migrating from another system? Whether you have a simple spreadsheet or years of data in another platform, CareNote makes it easy to bring everything over in minutes.
Three Ways to Get Your Data In
CSV Import
Upload any CSV file and our AI will automatically map your columns to CareNote fields. Review the mapping, confirm, and import. Works with exports from any church management system.
Notebird Migration
Switching from Notebird? We offer a dedicated one-click migration that brings over your people, care notes, and history automatically.
Planning Center Sync
Already on Planning Center? Set up a live sync that keeps your people data aligned between PCO and CareNote. No manual imports needed.
How CSV Import Works
Export from your current system
Download your data as a CSV file from whatever tool you use today.
Upload to CareNote
Drag and drop your CSV into the import screen.
AI Maps Your Columns
Our AI reads your headers and suggests the right CareNote fields. You review and adjust.
Confirm & Import
Preview your data, confirm the mapping, and import. Done.
What Can Be Imported
- People (names, contact info, addresses)
- Care groups and memberships
- Care requests and history
- Notes and interactions
- Tasks and follow-ups
- Custom fields and tags
Ready to Bring Your Data Home?
Start your 14-day free trial or schedule a demo to see CareNote in action.