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

Exporting People

1. Select Reports from the left menu bar.
2. Browse Reports.
3. Module: Membership.
4. Types: Report.
5. Under Member Detail: Member Information Sheet by Member Name.
6. Select all Member Types and Member Statuses.
7. View Report.
8. Export To: XLS.
9. Export.

Exporting Givings

1. Select Reports from the left menu bar.
2. Browse Reports.
3. Module: Contribution.
4. Types: Report.
5. Under Member Detail: Member Contribution Details by Member Number.
6. Set the Date Range.
7. View Report.
8. Export To: XLS.
9. Export.

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 Shield 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.