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Church Community Builder (CCB) - Export Instructions

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Moriah Elliott
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Summary: This guide provides the necessary steps for exporting People and Contributions data from Church Community Builder (CCB) and preparing it for import into Tithely, detailing the specific System Reports required to extract both individual and financial records.

Before You Begin

  • If you get stuck or prefer us to import your data (at no additional cost), reach out to our support team.
  • Crucial: Keep the first row (column headers) of the Tithely template file intact.
  • Giving Data Note: Importing Giving data is limited to our Move-In team. You must Submit a Move-In Request form for your Giving data import.

Step-by-Step Instructions

Exporting People Data from CCB

  1. Sign in to CCB.
  2. Click the My Reports icon at the top right.
  3. Navigate to System Reports People General.
  4. Choose Export Individuals (or Change Log, but Export Individuals is the suggested type).
  5. Select the type Export Individuals.
  6. Run the report.

 

Exporting Contributions Data from CCB

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

 

Importing Data into Tithely

  1. Sign in to your Tithely account and Click the User and Organization Settings button.
  2. Select Bulk Tasks from the dropdown menu.
  3. Click the category on the left that you'd like to import (e.g., People, Tags).
  4. Download the template file and Remove the sample data.
  5. Populate the template file by copying and pasting applicable columns from your CCB exported file(s). Important: Keep the first row (column headers) intact.
  6. Save the file as a .CSV file type.
  7. Use the same screen to upload your file to complete the import.

At this time, importing Giving data is limited to our Move-In team. Please submit a Move-In Request form to import your Giving data here: Submit a Move-In Request for your Giving data

Troubleshooting & FAQs

  • Which report should I use for a full list of people? Choose Export Individuals in the System Reports People General section.
  • How do I ensure I get all giving records? When exporting Transaction Detail, make sure to Select the COA Category All Categories and set a comprehensive date range.
  • How do I get my Giving data imported? Importing Giving data is limited to our Move-In team. You must Submit a Move-In Request form for the Giving data.

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