ChurchDB - Export Instructions

We'd love to help your transition from ChurchDBS 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 ChurchDB

Exporting People

  1. Navigate to Reports > Custom Reports > Create a New Custom Report
  2. Name the Report "Breeze_People"
  3. Choose "Individuals" as the Report Set and click "Next"
  4. Click "Add All" to select all columns and click "Next"
  5. Click "Next" to skip sorting option. Continue to click "Next" until you see the Run Report options
  6. Click Run CSV Report.

Exporting Giving

  1. Navigate to Stewardship and click "Report" from the options at the top.
  2. Choose "Contribution by Donor"
  3. Set Date Range
  4. Select "Expanded Details" in the Display Options section
  5. Check the "Show Notes" box
  6. Click Run CSV 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 ChurchDBS 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.