Servant Keeper Customer Migration FAQs
Table of Contents
Servant Keeper has spun out of Faithlife into an independent company, with an enhanced church management software solution that includes rich new features like integrated giving, integrated mass text and email, and others. After many years of faithful service, Faithlife Equip, Faithlife Giving, and Ministry Tracker will be discontinued (sunset) on June 30, 2023. Faithlife Giving and Ministry Tracker customers’ accounts will migrate to Servant Keeper, and Faithlife Equip customers will also have the opportunity to migrate to Servant Keeper’s church management software solution. We are committed to continue providing excellent service and investing further in our products to ensure we’re supporting your needs.
We are sending communications to billed users in the organization with email addresses associated with your account.
With immediate effect, customers may begin to schedule the move to Servant Keeper by contacting a Servant Keeper Account Executive at (800) 773-7570 Option 1 or by following the instructions in an email sent to the account holder.
All Faithlife Giving, Equip, and Ministry Tracker customers will continue to have access to these products until June 30, 2023. You will not lose access to your Faithlife account as you can still use your account to login to other Faithlife products. Customers will receive email communication with full migration timelines for Faithlife Giving and Ministry Tracker,including orientation according to the products they have. Should you choose to move forward with Servant Keeper as your ChMS, you will receive migration timelines and instructions. You can also contact an Account Executive at (800) 773-7570 Option 1 or by following the instructions in an email sent to the account holder to schedule your migration today.
Yes, there are steps to take to transition your new home at Servant Keeper. But we are here to help you and will send you guidance for your product’s migration over email, with clear steps and enough time to minimize service disruptions. Please refer to your specific product’s FAQ section below for more information, or give us a call at (800) 773-7570 Option 1.
For questions regarding Servant Keeper church management software and the migration, please call 800-773-7570 Option 1. For questions regarding your existing Faithlife products please contact Faithlife Church Products Support at 888-634-2038.
All customers of Faithlife Giving, and Ministry Tracker will need to migrate their data to their new Servant Keeper platform, which includes church management, a giving tool, and mass communications capabilities, among other features. Faithlife Equip customers are encouraged to move to Servant Keeper.
Faithlife Equip Customers
Q: Which Equip products will continue after June 30, 2023?
A: Please visit Faithlife’s FAQs to get updated information on which products and features will continue after June 30, 2023.
Q: Can I continue to use Faithlife Equip products not being shut down?
A: Yes, customers using features not destined for transition may continue using them. Please visit https://faithlife.com/ or call Faithlife’s Church Product Support at 888-634-2038 to learn more.
Q: Who in my organization has been notified of these changes?
A: We are sending communications to billed users and group admins in the organization with email addresses associated with your account.
Q: Does Servant Keeper have the same features as Faithlife Equip?
A: Servant Keeper’s platform, including church management software, giving, communications, and much more, provides a robust experience for the current Equip user. Not only does Servant Keeper offer a great experience for Faithlife Equip users, but it also has planned releases of features aimed at making church management even more seamless, intuitive, and valuable. Email and text communications, child check-in and attendance tracking as well as features targeted at administrators, the accounting team, and for volunteer management all help you serve your congregation seamlessly.
Servant Keeper is available on online, on mobile, and desktop apps. Please visit our website to learn more, or call Servant Keeper’s Account Executives at (800) 773-7570 Option 1.
Q: How can I see a demo of Servant Keeper’s ChMS solution?
A: Please click here or contact a Servant Keeper Account Executive at (800) 773-7570 Option 1, or view a quick overview of Servant Keeper here.
Q: When will Faithlife Equip support end?
A: Faithlife Equip will sunset on June 30, 2023, and all discontinued features will no longer function at that time.
Q: Will I still have access to historical ChMS data after June 30, 2023?
A: If you choose to do nothing, on June 30th you will lose the church management records you’ve stored in Faithlife. This is not recommended. Features that you will lose access to include:
- Calendar events/check ins
- Attendance records
- Check in records
- ChMS Facilities/resources
- ChMS Organization records
- ChMS People records
- ChMS Reports
- Previous communications templates
- Member Directory
- Faithlife Discussion Board topics
- ChMS Tasks
If you choose to transition to Servant Keeper, we will migrate your historical data on your behalf for no charge.
Q: Is Faithlife Equip accepting new customers?
A: No. Faithlife no longer sells Faithlife Equip.
Q: When will the migration take place?
A: The opportunity to migrate is active now! Please call sales at 800-773-7570 option 1, or email sales at firstname.lastname@example.org to get started.
Q: What happens if I do nothing? Will I lose my data?
A: After June 30, your subscriptions to Faithlife Equip, Faithlife Giving and Ministry Tracker will no longer function. We strongly suggest you begin the migration process to Servant Keeper today to ensure the maximum choice in migration and onboarding dates, support and tutorials.
If you choose to do nothing, you will lose church member records on June 30, 2023. This is not recommended. Faithlife will notify the billed user and group admins associated with your products of the final date. If you need help exporting your records, contact Servant Keeper at (800) 773-7570 Option 1.
Q: What is expected of me?
A: We are encouraging all Equip users to take the following actions:
- Check your email (or contact the billed user or group admins associated with your products) for guidance on the Servant Keeper migration options, process, and timeline.
- Next, please call an Account Executive at (800) 773-7570 Option 1 to schedule your migration.
- If you’re a Faithlife Giving customer, please check your email, fill out your merchant application forms, then wait for further instructions once your account is active.
Q: What will happen with my data at shutdown?
A: If customers’ Faithlife Equip people records and Giving records have not been exported or migrated by the end of the migration period, customers will lose access on June 30, 2023. Faithlife Giving customers will still be able to access their year end records until October 15, 2024. For information on Faithlife Sites and Live Stream, please visit Faithlife’s FAQs.
Q: Can I transfer/export my data before the final date?
A: Customers may export the majority of their data:
- ChMS data: Customers can export this data to Servant Keeper with no charge by following the instructions sent to the account holder by email. We have designed a migration process that is smooth and personalized, so that customers maintain control of their scheduling and have minimal service interruption.
- Giving data: Customers can export this data with no charge. Faithlife Giving customers will be migrated to Servant Keeper’s giving solution based on the migration instructions.
Q: How do I transfer/export my data?
A: To initiate a transfer or export, please refer to the email that was sent to users on your account or contact Servant Keeper support at 800-773-7570.
Q: When I transfer my data, can I sign up for additional products from Servant Keeper?
A: Yes! When you schedule your migration from Faithlife Equip, Faithlife Giving, or Ministry Tracker, you can seamlessly sign up for Servant Keeper products to create a robust solution for your church management, giving, and communication needs. Simply contact an Account Executive at (800) 773-7570 Option 1.
Q: When will support for Faithlife Equip end?
A: Faithlife Equip, Faithlife Giving, and Ministry Tracker will be shut down on June 30, 2023 and no more support will be provided past that date.
Q: Who do I contact if I have a question regarding my Faithlife Equip subscription?
A: For questions regarding your Equip subscription please contact Faithlife Church Product Support at 888-634-2038. To learn more about Servant Keeper please call (800) 773-7570 Option 1.
Faithlife Giving Customers
Q: What is happening with Faithlife Giving?
A: Faithlife Giving will transition into Servant Keeper’s giving tool on June 30, 2023. After this date, Faithlife Giving will no longer function, existing products will be automatically disabled, and customers will not be able to receive any gifts or download any reports. However, Servant Keeper will continue providing you with excellent Giving solutions and we will handle the migration for you. Any registered user on the account will receive step-by-step guidance on how to migrate to Servant Keeper in a smooth process designed to ensure minimal service interruptions.
Q: How do Servant Keeper’s giving features compare with Faithlife Giving?
A: We have tailor-built our giving tool to serve Faithlife Giving customers. With this new giving solution, your ministry will have:
- A streamlined, easy-to-use interface, with a user experience and feature set similar to Faithlife Giving
- Giving statements, online giving, giver-created recurring payment profiles, and the ability for staff and users to create highly customized reports
- A highly secure data transfer of all your giving accounts into Servant Keeper
- Unlimited access to a dedicated, highly responsive support team that’s been faithfully serving tens of thousands of ministries since 1994
Please see more information about the Servant Keeper giving tool here.
Q: Does Servant Keeper’s new giving solution integrate with the Servant Keeper platform?
A: Yes! Servant Keeper is an all-in-one solution with a growing list of integrated features. Your giving, both online and in person, will be easily tracked inside Servant Keeper. You can use Servant Keeper to quickly build reports, access automated dashboards on giving, maintain relationships with your donors, track pledge campaigns, automate contribution statements and more.
Q: Can I move to Servant Keeper’s built-in giving platform even if I am not a customer of Servant Keeper or Faithlife?
A: Yes. Customers’ Faithlife Giving accounts will be migrated to Servant Keeper’s giving tool. To get the best, most integrated experience, we highly recommend that churches also migrate to Servant Keeper’s full church management platform. An Account Executive is available to provide a demo of Servant Keeper’s church management platform to showcase how Servant Keeper makes church management simple and easy. Simply call (800) 773-7570 Option 1 or schedule your demo here.
Q: What is the pricing for Servant Keeper’s church management software?
A. For our current pricing options please visit the Servant Keeper pricing page here. For more information or to discuss how Servant Keeper can meet your ministry’s specific needs, contact one of our Account Executives today at (800) 773-7570 Option 1.
Q: What is the pricing for Servant Keeper’s giving tool?
A. Servant Keeper’s giving transaction rates are highly competitive. Please click here for more information on pricing and features.
Q: How long will Faithlife Giving be active?
A: Faithlife Giving will transition into Servant Keeper’s giving tool on June 30, 2023. All customer records, including account history, should be migrated to Servant Keeper before that date. For tax purposes, customers can also access year end giving statements through October 15, 2024. This just provides an extra layer of security for your tax reporting.
Q: Will I still have access to historical data/giving statements?
A: All account and transaction data will be moved to Servant Keeper during the migration process. However, for tax purposes, customers will have access to historical records in Faithlife Giving until October 15, 2024. This just provides an extra layer of security for your tax reporting.
Q: When can I start migrating my Faithlife Giving account into Servant Keeper’s giving tool?
A: Please follow the steps outlined in the migration FAQ section below. We have designed a smooth process that securely moves your account data to Servant Keeper.
A: We have designed a data import process that minimizes what you need to do, but still brings over your account details and history. Details of the migration process have been sent via email to all the users on your account. Service may be minimally impacted, and new login information will be issued post-migration.
*Note: For tax purposes, giving statements will be available to Faithlife Giving customers through October 15, 2024.
Q: Will new customers be allowed to buy subscriptions to Faithlife Giving before the June 30, 2023?
A: No. No more subscriptions are available on Faithlife Giving.
Q: What is my migration path or replacement strategy?
A: Servant Keeper has designed a smooth process to migrate customer data with minimal service interruption. An email with detailed instructions on migrating has been sent to the email addresses associated with your account. Alternatively, customers can contact us at (800) 773-7570 Option 1 with any questions.
- Step 1: All Faithlife Giving customers will receive instructions via email from our partner Global Payments Integrated on how to become a merchant, including a link to pre-filled forms to update your merchant account. If we’re missing critical information on your merchant account, a representative from Global Payments Integrated will be reaching out to your church via phone. These forms will be sent out on a rolling basis starting in February.
- Step 2: You’ll then get confirmation once these forms are processed, after which we’ll begin to securely migrate your account information, cards/ACH on file, and recurring transactions. We may need to contact you to finalize the process, and you’ll get an email once your account is fully live. This step may take 1-2 months to complete after you submit your form. Your Faithlife Giving account will remain active during this time.
- Step 3: We’ll work with you to finalize preparations for your church before your Giving account expires, including setting up the parishioner-facing interface as well as any needed communications to your parishioners. When ready, we’ll manage the cancellation of your Faithlife Giving account for you.
Q: Who is Global Payments Integrated (GPI)?
A: GPI and its portal OpenEdge is our partner that securely processes all gifts, donations, and payments in Servant Keeper’s giving tool. They will be in touch with you to set up a merchant account, meaning they will ensure we have all the information needed to securely enable you to use giving features and services. More information about GPI can be found at their website: https://www.globalpaymentsintegrated.com/en-us.
Faithlife Giving Merchant Application Form
At Servant Keeper and GPI, your privacy and the security of your information are of the utmost importance to us. Not only do we care about protecting the churches and individuals we serve, we’re required by law to do so.
Any organization that receives funds from third parties online – whether they are selling products, services, or receiving donations – must also comply with the same regulations we follow. For this reason, all Online Giving customers will complete a merchant application form from our partner GPI. As you complete this form to initiate setting up your new merchant account, we understand that you may have questions around the security of your data, why it’s required, and how it will be used. We’re always available over the phone, but here are some of the FAQs around the security and use of the data you share on this form.
Why is personal information like a Social Security Number needed?
Under the Bank Secrecy Act, the Financial Crimes Enforcement Network (FinCEN) regulates the Beneficial Ownership rule that requires payment processing companies such as GPI to collect and verify specific information at the time a new merchant account is opened. This information includes the social security number from an individual member at any organization including 501c3s. The intent of this rule is to assist in the government’s effort to prevent financial crimes such as fraud and embezzlement.
Is personal contact information required by other payment processors like GPI?
Yes! This is a legal requirement, so any payment processor must require personal contact information to process payments.
I didn’t have to do this for Faithlife Giving, why now?
The law has changed and now requires organizations who wish to receive any form of payment – such as churches receiving donations – to provide this information on at least one organizational representative (a point of contact for your account). This info includes name and social security number. This helps minimize fraud and ensure that there is a real person responsible for payments that are made.
How will my personal information be used?
Subject to your consent if required by law, we may use your personal information for the
following business purposes:
- To provide payment processing services to your organization
- To detect security incidents and protect customers like you against malicious, deceptive, fraudulent, or illegal activity
- To verify you as a Global Payments Customer if you ever call Global Payments Integrated
- To comply with applicable laws and regulations
What is required or expected of me as the point of contact on the account?
As the organization’s account point of contact, those who sign the merchant application forms will need to provide personal information such as Social Security Number as required by the Financial Crimes Enforcement Network (FinCEN), under the Bank Secrecy Act. Signer(s) or point(s) of contact will also be responsible for completing the PCI compliance questionnaire.
What is the PCI compliance questionnaire?
The Payment Card Industry Data Security Standard (PCI DSS) is a set of security standards designed to ensure that all companies that accept, process, store or transmit credit card information (such as GPI) maintain a secure environment. All merchants, or organizations receiving funds (like your church), must complete a questionnaire to ensure they are compliant with these standards. This questionnaire will be provided to you once you have onboarded your merchant application form. For more information on PCI compliance, please refer to https://www.pcicomplianceguide.org/faq/#1.
How is the information I provide to Global Payments Integrated protected?
Information is housed on GPI’s secure system and will only be visible to appropriate teams. GPI’s underwriting team will ensure all your personal information is accurate and correct in their system.
What will happen with this information?
For each category of personal information we collect, GPI may share such information in the manner and for the purposes described below:
- With approved parties as required to enable compliance with laws, regulations and industry policy, such as state and federal agencies, card payment networks, issuing banks and other parties related to transaction processing; and to obtain commercial and credit
- Required information necessary to establish, maintain or renew a customer’s contract(s), provide any of the services for which a customer has subscribed, or to comply with the rules and regulations of any credit or debit card payment network
- When we believe that disclosure to certain parties is appropriate in connection with efforts to investigate, prevent, or take action regarding actual or suspected illegal activity, fraud, or other wrongdoing; to protect and defend the rights, property or safety of Global Payments, its customers, staff, suppliers or others
- Approved teams/team members who need the information to validate the person as a GPI customer
ACH Bank transfer: an electronic payment made between banks for payment purposes. The network that these payments occur across is known as an “Automated Clearing House (ACH).” ACH bank transfers are used for many purposes, such as direct deposits of paychecks, regular payments, and money transfers (such as donations).
Bank transfer: Bank transfers let customers pay directly from their bank accounts. Once an account holder initiates a bank transfer, a financial institution will then transfer funds to a business or another bank account through automated clearing house networks.
Card-not-present (CNP) transaction: When members of your church make a card-not-present transaction, they don’t physically present their card or device for payment. Instead, they may enter a card number in a payment field online, relay a card number over the phone or save a card on file with a merchant (in the case of Giving, your church). They may also pay with a digital payment method like PayPal.
Merchant application form: the form all churches will receive from GPI to create an account and be able to receive donations in the Giving platform.
Multifactor authentication (MFA): a method of verifying an individual based on at least two discrete elements of the following three categories: 1) possession, such as a mobile device; 2) biometrics, such as a fingerprint; and 3) knowledge, such as a passphrase.
Payment link: a custom payment link churches can send to their customers via email, SMS, WhatsApp and other digital platforms. These secure payment links allow customers to pay online even if a business doesn’t have a website.
PCI-DSS: The Payment Card Industry Data Security Standard (PCI DSS) is a set of security standards designed to ensure that ALL companies that accept, process, store or transmit credit card information maintain a secure environment.
Quick-response (QR) codes: contactless, scannable matrix bar codes that direct consumers to websites, online checkouts, mobile apps, menus and other digital channels.
Tokenization: Tokenization replaces sensitive data with non-sensitive tokens that shield a consumer’s payment and personal information. This data security process makes it harder for cybercriminals to decode or steal sensitive personal information.
Underwriter/underwriting: the underwriting team at Global Payments Integrated is responsible for making sure every account they process is safe and is managed by a real person who can be held accountable. The underwriters ensure that payments are safe for your givers.
For other common terms, please refer to GPI’s glossary here: https://www.globalpayments.com/insights/commerce-and-payment-terms
Ministry Tracker Customers
Q: What is happening with Ministry Tracker?
A: Ministry Tracker will transition into Servant Keeper by June 30, 2023. After this date, Ministry Tracker will no longer be accessible with current customer data. Servant Keeper is fully set up to continue providing you with excellent service and ministry tools to manage your church:
- Customize the way you track, report on, and leverage your ministry data to fit your church’s needs
- Offer your members a secure online directory and member profiles where they can update their own information, give, sign up for events and more
- Communicate with your members via email and text campaigns from inside Servant Keeper (brand new feature!)
- Have unlimited access to a dedicated, highly responsive support team that’s been faithfully serving tens of thousands of ministries since 1994
Q: How does Servant Keeper compare to Ministry Tracker?
A: Servant Keeper’s church management software has many of the same features you have been enjoying from Ministry Tracker, as well as a host of other offerings designed for excellent church management, such as:
- Integrated mass communications that enable you to contact your congregation with the press of a button
- A fully integrated giving feature that makes giving a seamless experience for your flock
- Customization for the way you track, report, and leverage your ministry data
- A secure online directory and member profiles where members can update their own information, give, sign up for events and more
For more information, contact a Servant Keeper account executive at 800-773-7570 opt. 1 or book a demo here or view a video overview of Servant Keeper here.
Q: How can I see a demo of Servant Keeper’s ChMS solution?
A: Please contact an account executive at 800-773-7570 opt. 1, or click here to book a demo.
Please see prices here.
Q: When will Ministry Tracker support end?
A: Ministry Tracker will stop operations on June 30, 2023 and will no longer be supported after this date.
Q: Will I still have access to historical account data?
A: After June 30, 2023, no data will be accessible on that service. Customer data will be migrated to Servant Keeper based on when you onboard your service.
Q: When will sales of Ministry Tracker be stopped?
A: All sales of Ministry Tracker have been stopped.
Q: When is the migration period?
A: All customers can begin their migration today! Please call sales at 800-773-7570 option 1, or email sales at email@example.com to get started.
Q: How long will I have access to my Ministry Tracker records?
A: Ministry Tracker records will be available on Ministry Tracker until a customer migrates, and thereafter on Servant Keeper. Please note new login information will be issued post migration.
Q: When will Ministry Tracker support end?
A: Ministry Tracker will no longer be supported after June 30, 2023.
Q: Will new customers be allowed to buy Ministry Tracker before June 30, 2023?
A: No, All sales of Ministry Tracker have been stopped.
Q: My contract is up before June 30, 2023. How will my contract be handled?
A: Contracts will continue to renew until you migrate to Servant Keeper. We’ll honor the payments already made for the time period associated with your subscription, and we will begin charging for your Servant Keeper subscription at your next renewal date.
Q: What are the steps involved in migrating my account from Ministry Tracker to Servant Keeper?
A: Servant Keeper will migrate customer data with minimal service interruption. Please contact an Account Executive at (800) 773-7570 Option 1 to begin the process to schedule your data migration and begin onboarding.
Please note that Servant Keeper’s church management software has many of the same features you have been enjoying from Ministry Tracker, as well as a host of other offerings designed for excellent church management, such as:
Integrated mass communications that enable you to contact your congregation with the press of a button
A fully integrated giving feature that makes giving a seamless experience for your flock
Customization for the way you track, report, and leverage your ministry data
A secure online directory and member profiles where members can update their own information, give, sign up for events and more
The Servant Keeper Suite of Products
Servant Keeper was founded in 1994 with a vision of churches “organizing God’s people” with technology, and has been faithfully serving church customers since then. Servant Keeper has been designed by church leaders for church leaders, and exists to reduce administrative burden for each ministry we serve so they can focus on what really matters. As a result, Servant Keeper is both powerful and easy-to-use for every member of the ministry team.
Our team’s heart and mission is to serve the church, and we strive to demonstrate that in everything we make and every interaction we have with our customers.
The new giving platform was built for you, and we’re going to keep making improvements on it throughout the year. Beyond Giving, we want Servant Keeper to be your home for all your church management needs. You’re going to have the best, most integrated experience by also bringing your church management and giving accounts to Servant Keeper’s platform. Please call us at (800) 773-7570 Option 1 so that we can help craft the right package for your ministry.
Q: What versions of Servant Keeper are available?
A: Servant Keeper has one very robust church management software with applications for mobile, desktop, and web. Additional features include email/text mass communications and the Servant Keeper giving tool.
Q: What does Servant Keeper cost?
A: The cost for Servant Keeper varies based on the package that is selected. More specifics can be found here. Alternatively, customers can contact an Account Executive at (800) 773-7570 Option 1.
To watch an overview of Servant Keeper, click here.
What features does Servant Keeper ChMS have?
Servant Keeper’s ChMS is cloud-based and works on mobile, web and desktop. Servant Keeper has been built to help you manage all aspects of the church including events, volunteers, programs, communications, and reporting:
- Membership and contribution management
- Child check-in
- Attendance tracking
- Volunteer management
- Congregation communication tools
- Online directory
- Online Giving – including recurring gifts
- Robust Reporting
Q: What features does Servant Keeper’s giving tool have?
A: Faithlife Giving customers will find Servant Keeper Giving to be very similar to Faithlife Giving. We have designed a solution that offers a seamless transition. Please see more here.
Q: How will Servant Keeper’s giving tool work?
A: Servant Keeper’s giving tool has been designed in a very similar way to Faithlife Giving, so it will feel very intuitive and familiar. The robust integration with the Servant Keeper ChMS means that having both Servant Keeper’s ChMS and giving creates a seamless, optimal experience for all your church management needs.
Where can I get more information about Servant Keeper’s new integrated email and text feature?
Learn more here: https://servantpc.com/servant-keeper-communications-church-messaging
Onboarding and Getting Support
Once you have joined one of Servant Keeper’s products as a new customer, you will be contacted by a member of our Onboarding team to get set up. You will get all your questions answered and will get a personalized setup service that ensures you are confident in using your new software.
Please contact us at any time here at firstname.lastname@example.org with any questions on logging into your account for the first time, or refer to the details sent after your account was activated. You can also reach us at 1-800-785-3416, option 3.
Customers can receive support at the touch of a button Monday through Friday.
Call: 1-800-785-3416, option 3 [800-773-7570] Monday–Friday, 9:00 a.m. – 6:00 p.m. (ET); excluding holidays.
Email any time at: email@example.com