Switching to Scout

Switching ChMS, without the drama.

We import your people, your gifts, your groups, and your teams. We run the migration with you. Your current tool keeps running until you say go.

Three commitments

How we make switching feel safe.

  • 01

    Your data, your way out.

    Export everything at any time, with no fees and no friction. The migration tools that brought you in work in reverse too.

  • 02

    We run the migration with you.

    One 45-minute call to import your people, households, groups, giving history, and team rosters. Then we’re on your first weekly call to make sure your first Sunday lands.

  • 03

    Your current tool keeps running until you say go.

    Run Scout alongside whatever you’re on now for as long as you need. Nothing forces a cutover.

What we import from

The four big ones, plus everything else.

Planning Center is fully one-click today. The others are guided — you give us access, we pull everything across on the migration call. If your tool isn’t listed, we’ll work from a CSV or database export.

  • Planning CenterOne-click import
  • Tithe.lyGuided import
  • BreezeGuided import
  • RealmGuided import
  • Other ChMSWe’ll figure it out together
What moves, and what doesn’t

Honest about every category.

CategoryHow it moves
People & householdsDirect import. Names, contact details, family relationships, status, photos.
GroupsGroup records + memberships + leadership. Meeting cadence imported where structured.
Giving historyFull transaction history with funds, methods, and donor links. No data loss.
Team rostersTeam membership and roles. Existing schedules carried forward where available.
Custom fieldsMapped to Scout tags or pastoral notes. We’ll walk through your fields on the call.
Forms + check-in historyStarts fresh in Scout. We’ll set up your forms and check-in rooms on the migration call.
What the first 30 days look like

One Sunday at a time.

  1. Day 1

    Import + setup call. Your data is in Scout. Your team can sign in.

  2. Day 7

    First Sunday run on Scout. We’re on the call with you.

  3. Day 14

    First weekly briefing lands. Patterns start surfacing across the first two Sundays.

  4. Day 30

    Review with us. Stay or leave with everything you brought in. No questions.

Common migration questions

The questions every prospect asks us.

Start the move

Bring your church across. We’ll do the lifting.

  • One 45-min call
  • We run the migration
  • Full data export anytime
  • No lock-in