Our tools don't replace your system — they read its exports. Every major church database can produce a spreadsheet in 3–5 clicks, and our loaders map the columns automatically. Here's the click-path for each.
Most common · easiest
Planning Center
Event registrations: Signups → pick your signup → Registrations tab → Actions → Export → choose CSV. You can pick which columns to include and filter the list first.
Attendance: Check-Ins → your event → reports → Export CSV.
People: build a List (saved filter) → list actions → Export to CSV.
Anyone with viewer access can do this — no IT needed. Heads-up: "simple" signups (headcount-only) export totals, not names; and canceled attendees drop off the printable Guest List (use the CSV instead). Want it automatic? Planning Center's API supports nightly syncs — ask us about a connector.
Most flexible · one-time setup
Rock RMS
Ask your Rock administrator (once) to build a Data View of the people/registrations you need, and save it as a Report.
After that, any staff member opens the report and clicks Export to Excel on the results grid. That's the whole job.
Rock exports sometimes include extra calculation columns — that's fine, our loader ignores what it doesn't need. Rock also ships with a full API on every install for automated syncs.
Also great
Breeze ChMS
People → filter to the group you want → click the export/download icon → Excel/CSV.
Events → attendance → export.
Breeze is one of the most export-friendly systems out there. Tithely, Subsplash, ChurchTrac and others have similar CSV buttons — if you use something else, send us one sample export and we'll confirm the fit, usually same day.
What the file needs
The columns we love
Don't worry about exact header names — the loader auto-recognizes dozens of variations, and extra columns are ignored. More columns = more intelligence.
Column
Used for
Required?
First name / Last name
identity resolution across events
Yes
Email
matching the same person year to year
Strongly recommended
Phone
matching through name changes
Strongly recommended
Birthdate
age bands (never shown as raw birthdate)
Nice to have
Registration date/time
pacing curves & forecasting
For forecasting
Attended / Checked in
no-show & walk-up rates
For attendance intel
Registration type
walk-up detection, scholarships
Nice to have
Spouse / partner fields
couples modeling (marrieds events)
For couples events
That's genuinely it. Export the file, send it to us during onboarding at hello@toolzgroup.com — you'll see your own scoreboard, usually within a day. Person-level details stay locked to your admins; that's a hard rule, not a setting.