It is one of our goals here at Tithe.ly to make data migration as painless as possible. With that in mind, please follow the directions below on how to export information out of your current Church Community Builder account.
1. Sign in to Church Community Builder
2. Click the My Reports icon at the top right (looks like a piece of paper with a graph on it)
3. To Export People:
a) Navigate To: System Reports > People > General > "Export Individuals or Change Log"
b) Select the type "Export Individuals"
c) Run Report
4. To Export Contributions (if applicable):
a) Navigate To: System Reports > Financial > Transactions > "Transaction Detail"
b) Select the COA Category: "All Categories"
c) Select the desired date range
d) Select the output of "CSV"Run Report
5. To Export Groups (if applicable):
a) Navigate To: System Reports > Groups > General > "Group Participants"
b) Set included groups to: "Group Type" and "the ones that have tags"
c) Set Group Participants to "Current Participants"
d) Set Active/Inactive Groups to "All Groups"
e) Select the output of "CSV"
f) Run Report
6. To Export Attendance (if applicable):
a) Navigate To: System Reports > Events & Attendance > Attendance > "Individual Attendance Detail"
b) Set Include Events to either:
i) "Attendance Grouping" (if you only need specific events)
ii) "Group Type", "Each Group Type" (if you need all events)
d) Set date range to desired range
e) Set "Totaling Method" to "For every event occurrence"
f) Unclick "include Extra Blank Column"
g) Select the output of "CSV"
h) Run Report
7. To Export Notes (if applicable):
a) Navigate To: System Reports > People > General > "Individual Notes"
b) Click the My Reports Icon (top row, paper with graph on it) and select "Export Notes"
After you have done this, click here to learn more on how to import that information into Elvanto!