CCIS (Local) - Export Instructions

We'd love to help your transition from CCIS 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 CCIS (Local)

Exporting People

  1. Navigate to the File button in the top menu.
  2. Select Print Reports.
  3. Choose the Module Membership.
  4. Type Reports: From the list select Member Information Sheet by Member number.
  5. Click Export.
  6. Format CSV.

Exporting Givings

  1. Navigate to the File button in the top menu.
  2. Select Print Reports.
  3. Choose the Module Contributions.
  4. Type Reports: From the list select Member Contribution Details by Member Name.
  5. Click Export.
  6. Format CSV.

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. Delete the sample data and populate the template file by copy/pasting applicable columns from your CCIS 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.
Was this article helpful?
0 out of 1 found this helpful

Comments

0 comments