Word, Excel and email
Export your contact list to CSV for members; keep past minutes as PDFs in the document library; carry your action list into the first agenda.
Moving to Quorate
Move when you’re ready, not when a renewal forces you.
Most of the move is people and papers. Quorate imports your members, budget and asset register from CSV, takes your past papers as documents, and starts the live record from your next meeting.
30-day free trial · No card · Run it alongside your current tool
§01
How a switch works
Four steps, inside the trial.
01 · Day 1
Start the trial
Pick your organisation type and the setup wizard walks you through your details, branding, governance documents, modules and inviting members. Default committees are created for your organisation type. No card; nothing to install.
02 · First week
Bring your records in
Import members, budget headings and your asset register from CSV using our templates. Upload past minutes and papers to the document library.
03 · Next meeting
Run one real meeting
Build the agenda, generate the pack, run it live and publish the minutes. Keep your current tool running alongside if you want to compare.
04 · Day 30
Decide
Subscribe and everything stays. Or don't: export what you need, and after cancellation the rest is deleted after 90 days.
§02
What comes across
And, honestly, what doesn't.
CSV template
Members
Name, email, phone, ward, committees, role, election, co-option and term-end dates, member class.
CSV template
Budget
Budget headings with category (income or expenditure) and amount.
CSV template
Asset register
Name, category, location, acquisition date and cost, insured value and condition.
Upload
Past papers
Upload minutes, packs and policies to the document library in bulk; file types are checked, and downloads of files flagged as infected are blocked.
Template
Standing orders
Local-government organisations can start from the NALC model standing orders and adapt them.
By hand
Meeting history
There is no automatic import of another system’s meetings or votes. Keep the old records as documents, and start the live record from your next meeting.
§03
From what you use now
A committee-management system
Export your member list and keep historical packs and minutes as documents. Quorate starts the live record from the first meeting you run in it.
A board portal
Download your board packs and director or trustee list. Import the people from CSV; upload the packs as historical documents.
A church or club membership tool
Keep it for congregation or member life if it works for you. Import your committee members into Quorate and run the governance there.
Your data does not get locked in: meetings, decisions, actions and members export to CSV at any time. Comparing products first? Compare for yourself.
30-day free trial
Try it on your next meeting.
If your data doesn't fit a template, tell us what you have and we'll say what maps.