Migration Guide
Switch from CareNote to Acts2Track
Tired of per-user pricing? Ready for AI briefings without add-on fees? Here's how to make the switch—we'll help you every step of the way.
1-3 Days
Typical migration time
1 Hour
Initial setup time
Free
Migration assistance
Step-by-Step Migration
Follow these steps to transition your ministry smoothly. Most churches complete migration in under a week.
Export Your Data from CareNote
5-10 minutesCareNote allows you to export your recipient list and visit history. Go to Settings → Data Export and download your CSV files.
Start Your Acts2Track Trial
5 minutesSign up for a free 30-day trial. No credit card required. Set up your church profile and invite your first team member.
Import Your Recipients
10-15 minutesUse our CSV import tool to bring in your care recipients. We'll map CareNote fields to Acts2Track automatically.
Invite Your Team
5 minutesAdd your care team members. Remember: unlimited users at no extra cost. Send invites and they can start immediately.
Brief Training Session
15-30 minutesWalk your team through the new interface. Most volunteers find Acts2Track intuitive and are comfortable within one visit.
Start Logging Visits
OngoingYou're ready! Your team can now log visits, receive AI briefings, and access full features from any device.
What You'll Gain
Switching isn't just about saving money. Here's what Acts2Track offers that CareNote doesn't.
AI Pre-Visit Briefings
Know your recipient's story before you knock. Our AI synthesizes visit history, important dates, and context into actionable briefings.
Flat-Rate Pricing
Stop paying per user. Whether you have 5 volunteers or 50, it's always $30/month. Add your whole team without budget anxiety.
Full Volunteer Access
Every team member gets full app access—not just email notifications. Volunteers can log visits, view recipient profiles, and see briefings.
Benevolence Tracking
Track financial assistance alongside care visits. See total assistance given, approval workflows, and full audit trails.
Automated Reminders
Birthdays, loss anniversaries, and visit schedules—automated. Never miss an important date again.
Built-in Analytics
Answer "How is our ministry doing?" with real data. Visit trends, team activity, and recipient coverage at a glance.
What Stays the Same
Switching software doesn't mean starting over. Here's what you keep.
Your recipient information
Names, addresses, phone numbers, and notes all transfer
Your visit history
Historical visits can be imported for continuity
Your team structure
Re-create your teams and assignments easily
Your ministry workflows
Log visits, track care, coordinate teams—same goals, better tools
Your data ownership
You own your data. Export anytime, no lock-in.
Migration Questions
Will I lose my visit history?
No. You can export visit history from CareNote and import it into Acts2Track. Historical data can be preserved.
How long does migration take?
Most churches complete the migration in 1-3 days of part-time work. Initial setup takes about an hour. Training your team takes another 30-60 minutes.
Can I run both systems during transition?
Yes! We recommend a 1-2 week overlap period. Keep CareNote active while you verify everything transferred correctly to Acts2Track.
What if I need help with migration?
We offer free migration assistance for the first 10 churches switching from CareNote. We'll help you export, import, and set up your team.
Do my volunteers need to learn a new app?
Yes, but Acts2Track is designed for simplicity. Most volunteers are comfortable after logging one or two visits. The mobile experience is intuitive.
What about our CareNote subscription?
Check CareNote's cancellation policy. Most churches cancel after verifying their Acts2Track setup is complete. We recommend keeping CareNote active during the overlap period.
Ready to Make the Switch?
Start your 30-day free trial. We'll help you migrate your data and get your team set up.
No credit card required. 30-day free trial. Free migration assistance.