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Moving to ShulCloud?

We've done this. A lot. Migrating a synagogue to a new database touches every corner of your operation — members, finances, school, yahrzeits, payment processing, every form on your website. We break it into small, manageable steps and walk your team through every one.

How long does it take?

Most synagogue transitions take 3-6 months depending on your data, your timing, and your team's capacity. We'll give you a realistic timeline in your first scoping conversation.

What the transition looks like

Every transition is customized, but the major phases are the same:

1 / Data cleanup and prep

We prepare your current data for export and import into ShulCloud — cleaning up duplicates, standardizing fields, and resolving the issues that would otherwise follow you into the new system.

2 / ShulCloud 101 for your staff

We introduce your team to ShulCloud, walking through how it works and what's different from your current system.

3 / Specialized trainings

Deeper sessions on each major module: CRM, finance, yahrzeits, website, forms, emails, and reports. Tailored to your team's roles.

4 / Payment processing setup

We help you integrate your payment processor and bank accounts so the financial side works on day one.

5 / School enrollment and member renewals

If you have school registration or membership renewals coming up, we prioritize those modules so you're ready when families are.

6 / Launch

We prepare your staff to support congregants through the change, and we monitor launch closely so the inevitable hiccups get caught fast.

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We had been putting off our transition to ShulCloud for years knowing for sure it would be brutal.  RTS made the process seamless and supported us every step of the way.  Now our staff are fully trained and the new systems RTS helped us implement are running smoothly.

Executive Director, Florida

Thinking about moving to ShulCloud?

Tell us where you are in the process and we'll set up a scoping call. We'll get back to you within two business days.

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