We'd love to help your transition from Planning Center Online 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 Planning Center Online
Exporting People
- Within PCO, navigate to Accounts and select People.
- Click the Gear Icon, and select Export People.
- Click Generate & Send CSV.
- The export file will be sent to the account e-mail on file.
Exporting Givings
- Within PCO, navigate to Accounts and select Giving.
- Select and set your Date Range.
- Click Export.
- Download the CSV.
Exporting Songs
Planning Center offers a variety of ways to export song information and files. For the most up-to-date instructions, please refer to their official documentation. If you run into any trouble, reach out to Planning Center support for their download instructions.
Important Notes:
- While Planning Center allows you to export song data, it's essential to ensure you have the necessary rights to use and distribute any lyrics or chord charts.
- Consider copyright and licensing agreements before importing song data into Breeze.
Importing Data into Breeze
- Sign in to your Breeze account and click the Gear Icon (Account Settings button) in the top right corner.
- Select Bulk Tasks from the dropdown menu.
- Click the category on the left that you'd like to import (e.g. People, Giving, Tags, etc).
- Download and open the template file.
- Remove the sample data and populate the template file by copying and pasting the applicable columns from your Planning Center exported file(s). Important: Keep the first row of the template file intact (this contains the column headers).
- Save the file as a .CSV file type.
- 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.