How to transfer data from Church Community Builder

As long as you can export data from another software onto a spreadsheet, you can import it into Flocknote! This guide explains how to export your contacts from Church Community Builder and import them into Flocknote. To export from a different platform, check out the articles at the bottom of the page. 

To export contacts from Church Community Builder:

  1. Sign in to CCB. 
  2. Go to My Reports.
  3. Select People
  4. Select General
  5. Select Export Individuals or Change Log. From there, select the type Export Individuals and then Run Report.

To export contributions from Church Community Builder:

  1. Go to System Reports and then to Financial, then Transactions, and then select Transaction Detail.
  2. Select the COA Category All Categories.
  3. Choose your desired date range.
  4. Select the output as a CSV.
  5. Select Run Report.

To import contacts into Flocknote:

  1. Simply clean up your spreadsheet to match the formatting HERE
  2. Follow the steps to import HERE

To import contributions into Flocknote:

  1. Follow the steps to clean up your spreadsheet and import it on the second half of the page HERE
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