We'd love to help your transition from CCB into Breeze go as smoothly as possible. If you get stuck along the way, have any questions, or would prefer to have us import your data (at no additional cost), don't hesitate to reach out to our support team.

Exporting Data from CCB

Exporting People

1. Sign in to CCB.
2. Click the My Reports icon at the top right (looks like a piece of paper with a graph on it).
3. Navigate to System Reports through to People, then General, and finally choose Export Individuals or Change Log.
4. Select the type Export Individuals.
5. Run the report.

Exporting Contributions

1. Navigate to System Reports through to Financial, then Transactions, and choose Transaction Detail.
2. Select the COA Category All Categories.
3. Select the desired date range.
4. Select the output of CSV.
5. Run the report.

Importing Data into Breeze

1. Sign in to your Breeze Account.
2. Click the More tab in the top right.
3. Click Tasks from the dropdown.
4. Click the category on the left that you'd like to import (e.g. People, Giving, Tags, etc).
5. Download and open the template file.
6. Remove the sample data and populate the template file by copy/pasting applicable columns from your CCB exported file(s). Be sure to keep the first row of the template file intact.
7. Save file as a .CSV file type.
8. When finished, use the same screen to upload your file to complete the import.

For more details on importing data into Breeze, see our documentation on importing.