How to transfer data from Church Community Builder
To export contacts from Church Community Builder:
- Sign in to CCB.
- Go to My Reports.
- Select People.
- Select General.
- Select Export Individuals or Change Log. From there, select the type Export Individuals and then Run Report.
To export contributions from Church Community Builder:
- Go to System Reports and then to Financial, then Transactions, and then select Transaction Detail.
- Select the COA Category All Categories.
- Choose your desired date range.
- Select the output as a CSV.
- Select Run Report.
To import contacts into Flocknote:
To import contributions into Flocknote:
- Follow the steps to clean up your spreadsheet and import it on the second half of the page HERE.