Moving from CCB to One Church Software comes down to three steps: export your data from CCB, bring it into One Church, and help your givers move their recurring gifts. This article walks through each one.
Before you start
Export everything before you cancel CCB. CCB doesn't publish how long data stays available after cancellation, so finish every export first. Save your giving statement PDFs too, because those links stop working once your site is inactive.
Keep the ID columns in your exports (Individual ID, Family ID, and Family Position). They keep families together and link each person's giving, notes, and group memberships to the right profile when your data is imported.
CCB reports export to Excel or CSV. Choose CSV when you can. If you export to Excel, save a copy as CSV before using the import tools.
Hold off on adding custom fields in One Church. If our team is importing for you, we'll recommend which fields to create and set them up during the import.
Choose how your data gets imported
You have two options. Either way, you'll use the exports described in the next section.
Have our team import it
You will need the Full Account permission to submit a data import request.
Click your user avatar in the top right of the toolbar and choose Request Data Import.
Fill in the form. Mention that you're coming from CCB and describe what you'd like brought over.
Our Import Specialists review your files and send you a migration plan to approve before anything is imported.
For cost, timing, and what our team can import, see How can I request for someone to import my data into One Church?
Import it yourself
You will need the Import permission to use the import tools.
Go to Settings & Tools (Cog icon in the tool-bar) > Tools/Utilities > Import Data, click + New Import, choose a Type, and upload a CSV file. Import people first, then the records that link to them, such as notes, group members, and transactions.
For field mapping and tips, see How do I import data into One Church?
Tip: Map the CCB person ID to External ID and the household ID to Family ID. That's what lets later imports find the right person and keeps households together.
Export your data from CCB
Church Community Builder is now part of Pushpay and may appear as Pushpay ChMS. Most exports live in Reports & Metrics > System Reports. Run a report, then use its Actions menu to export the results. For large date ranges, export one year at a time. Pushpay also offers a paid full data export service. Submit a Pushpay support ticket to request it.
People and families
People: System Reports > People > Export Individuals. This includes inactive profiles. It requires a Full Read admin.
Families: run List of Families from the same tab. It includes the Family ID and each family member's position.
Notes: run Individual Notes and choose Export Notes.
Groups
All groups and leaders: from the Groups page, open Reports and choose Export All Groups.
Group members: run the Group Participants report.
Giving
Transactions: System Reports > Financial > Transaction Detail. Choose your date range, select all COA categories, and export.
Funds: run the COA Category List.
Batches: run the Batch Report Summary.
Pledges: run Pledge and Giving Detail.
Recurring gifts: run the Repeating Gifts Schedule. You'll use it to follow up with givers.
Financial reports require a Full Financial Admin or Master Admin.
Events and attendance
Events: Events & Attendance > Event List. Choose the date range and check all event types.
Attendance: run Individual Attendance Detail.
Forms and processes
Form responses: open the form, go to Responses > Manage responses, and export. Repeat for each form.
Processes: go to People > Processes and open Reports.
Form and process setups don't export, so you'll rebuild them in One Church.
What doesn't transfer
A few things need to be set up fresh in One Church:
Recurring gifts and saved payment methods. Card and bank details stay with CCB and Pushpay, so givers set up their recurring gifts again in One Church Giving (see below).
Forms and workflows. Rebuild these in One Church. Export past form responses if you want to keep a record of them.
Email and text message logs, and calendars.
Attendance history can't be brought in with the self-import tools. Include your attendance exports with a Data Import Request and our team will let you know what can be imported. Profile photos and files can only be imported from a few systems, so ask about them in your request too.
Move your recurring givers
Set up One Church Giving. See Setting up Giving Portal
Pick a switch-over date and tell your givers ahead of time.
Ask each recurring giver to set up their gift in One Church, then cancel the matching gift in CCB (givers who also use Pushpay Giving cancel there). Starting the new gift after their last scheduled CCB gift keeps anyone from being charged twice or missing a gift.
Use your CCB recurring gift export to follow up with anyone who hasn't moved yet.
Tip: Givers can set up recurring gifts from their phone. Share How do members give through the My One Church App?
After your import
Spot-check a few families and giving totals against CCB.
Merge any duplicate profiles. See How do I merge two profiles together? and How do I find duplicate person profiles?
Work through the rest of your launch plan. See How do I set up and launch One Church Software at my church?