Today’s tutorial is sure to open the flood gate of opportunities for how you use your CCB account data in an automated manner.
Most of us are quite familiar with CCB’s Process and Queues. From Connection Card follow ups to church Membership to messaging and communications, Process and Queues provide a structure and system for tracking attendees and members for a variety of church workflows and processes.
Although Process and Queues provide a church with an advancement in system tracking and communicating, one of the areas that it lacks is true automation. What I mean by true automation is that CCB lacks an automated method to message, communicate and process persons via Process and Queues.
This means that for every Process and Queue created, there always has to be someone to man the system. This can be good and bad depending on the size of one’s church they manage, and church staff to man the system.
So what does this automation business have to do with backup? Well, I’m glad you asked! 🙂 Although CCB backs up your data, I’m going to show you how to backup your data to an external source other than CCB.
As for further automation, I’ll have to cover more of this in up coming tutorials. For now, let’s get started on getting your data out of CCB.
Keep in mind that today’s tutorial can help you if you’re looking to migrate away from CCB to another provider, and help you if you seek to automate some simple tasks without hiring additional staff or putting more on the plates of your current staff. Continue reading How to backup your CCB account