{"id":70908,"date":"2025-11-04T10:04:26","date_gmt":"2025-11-04T09:04:26","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-do-i-import-projects-from-optigem\/"},"modified":"2026-07-03T14:07:34","modified_gmt":"2026-07-03T13:07:34","password":"","slug":"how-do-i-import-projects-from-optigem","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-from-optigem\/how-do-i-import-projects-from-optigem\/","title":{"rendered":"How do I import projects from Optigem?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">To sync booking data from Optigem to ChurchTools, you may need to create your cost centers in ChurchTools first. To do this, export your projects from Optigem, edit the data, and then import them as cost centers in ChurchTools. In this tutorial, we\u2019ll walk you through the process step by step.  <\/p>\n\n<h2 class=\"wp-block-heading\">1. Create groups in ChurchTools<\/h2>\n\n<p class=\"wp-block-paragraph\">The Finance module lets you link groups to cost centers for budget planning. In the Groups module, <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/my-group\/how-to-create-a-new-group\/\" id=\"7220\">you create the groups<\/a> that you want to link to cost centers. If the groups already exist, you don&#8217;t need to create them again, of course.  <\/p>\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-1ccdadb1 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#22c55e;border-left-width:0.5rem;background-color:#dcfce7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p class=\"wp-block-paragraph\" style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Tipp<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">In Step 3.3, enter the group IDs for the corresponding cost centers in the import file. You can find out how to do this in our guide, &#8221; <a href=\"https:\/\/churchtools.academy\/help\/churchtools-module\/stammdaten\/30-wie-lege-ich-budgets-an\/\" data-type=\"docs\" data-id=\"7174\">How do I add budgets?&#8221;<\/a> <br><br>Of course, you can still link the cost centers to their respective groups at any time, even after importing them.<\/p>\n<\/aside>\n\n<h2 class=\"wp-block-heading\">2. Export your projects from Optigem as an Excel file<\/h2>\n\n<p class=\"wp-block-paragraph\">To do this in Optigem, follow these steps:<\/p>\n\n<p class=\"wp-block-paragraph\">Open the projects and go to the <em>Data Sheet<\/em> in the <em>View<\/em> tab.<\/p>\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-15.png\"><img decoding=\"async\" width=\"193\" height=\"180\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-15.png\" alt=\"Screenshot from Optigem: Select &quot;Data Sheet&quot; view\" class=\"wp-image-17101\" \/><\/a><\/figure>\n\n<p class=\"wp-block-paragraph\">Next, switch to the &#8221; <em>More<\/em> &#8221; tab and click on &#8221; <em>Excel<\/em>.&#8221;<\/p>\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-16.png\"><img decoding=\"async\" width=\"201\" height=\"182\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-16.png\" alt=\"Screenshot from Optigem: Under &quot;More,&quot; select &quot;Export as Excel&quot;\" class=\"wp-image-17103\" \/><\/a><\/figure>\n\n<p class=\"wp-block-paragraph\">Then save the export under the name of your choice. You don&#8217;t need to save the export steps. <\/p>\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"742\" height=\"548\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image.png\" alt=\"Screenshot from Optigem: Save Excel File Export\" class=\"wp-image-11340\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image.png 742w, https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-300x222.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-360x266.png 360w\" sizes=\"(max-width: 742px) 100vw, 742px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">3. Prepare to Import Cost Centers into ChurchTools<\/h2>\n\n<h3 class=\"wp-block-heading\">3.1 Fill in the ChurchTools-Optigem Cost Center Import Template with Your Data<\/h3>\n\n<p class=\"wp-block-paragraph\">Download the <a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/ChurchTools-Optigem-Kostenstellenimportvorlage.xlsx\" data-type=\"attachment\" data-id=\"11824\">cost center import template<\/a>.<\/p>\n\n<p class=\"wp-block-paragraph\">Copy all the rows from your export file and paste them into the &#8221; <em>Projects from Optigem<\/em> &#8221; tab in the import template. Be sure to overwrite all the sample data. The template is designed so that the numbers and names of your projects are automatically transferred to the &#8221; <em>Cost Center Import<\/em> &#8221; tab <em>in ChurchTools<\/em>.  <\/p>\n\n<p class=\"wp-block-paragraph\">Finally, in <em>the &#8220;Cost Center Import<\/em> &#8221; tab <em>in ChurchTools<\/em>, select the last visible row and use the small triangle to scroll the table down until all your cost centers are visible.<\/p>\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-17.png\"><img loading=\"lazy\" decoding=\"async\" width=\"632\" height=\"211\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-17.png\" alt=\"Screenshot: Make all rows visible in the import template\" class=\"wp-image-17105\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-17.png 632w, https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-17-300x100.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-17-360x120.png 360w\" sizes=\"(max-width: 632px) 100vw, 632px\" \/><\/a><\/figure>\n\n<h3 class=\"wp-block-heading\">3.2 Optional: Enter a budget<\/h3>\n\n<p class=\"wp-block-paragraph\">In the &#8221; <em>Budget in \u20ac<\/em> &#8221; field, enter the budget for the respective cost center.<\/p>\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-1ccdadb1 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p class=\"wp-block-paragraph\" style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Hinweis<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">You can still enter budgets even after importing them. To learn how, check out our guide, &#8221; <a href=\"https:\/\/churchtools.academy\/help\/churchtools-module\/stammdaten\/30-wie-lege-ich-budgets-an\/\" data-type=\"docs\" data-id=\"7174\">How do I add budgets?&#8221;<\/a> <\/p>\n<\/aside>\n\n<h3 class=\"wp-block-heading\">3.3 Optional: Enter the IDs of associated groups<\/h3>\n\n<p class=\"wp-block-paragraph\">In this step, you enter the IDs of the groups you want to link to the cost center. Of course, you can also enter the IDs after the import is complete. <\/p>\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-1ccdadb1 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#22c55e;border-left-width:0.5rem;background-color:#dcfce7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p class=\"wp-block-paragraph\" style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Tipp<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">You can easily find the IDs of your groups using the <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/about-the-groups-module\/how-to-export-a-group-list\/\" data-type=\"docs\" data-id=\"26907\">group export feature<\/a> in the Groups module. To do this, open the CSV file after exporting the groups and use the data filter to quickly find the correct IDs. <\/p>\n<\/aside>\n\n<h3 class=\"wp-block-heading\">3.4 Save Document<\/h3>\n\n<p class=\"wp-block-paragraph\">Once you have correctly edited all the data, make sure the <em>&#8220;ChurchTools Cost Center Import<\/em> &#8221; tab is currently selected. Save your edited cost center import via <em>File<\/em> &gt; <em>Save As&#8230;<\/em> in <em>CSV UTF-8 (comma-separated values) .csv<\/em> format. <\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"659\" height=\"284\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-1.png\" alt=\"Screenshot: Saving the Cost Center Import Template\" class=\"wp-image-11344\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-1.png 659w, https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-1-300x129.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-1-360x155.png 360w\" sizes=\"(max-width: 659px) 100vw, 659px\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\">Since the cost center import template contains multiple tabs, you&#8217;ll be asked if you want to save only the active tab. Confirm this prompt. <\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"292\" height=\"316\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-2.png\" alt=\"Screenshot from Excel: Saving Multiple Sheets\" class=\"wp-image-11342\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-2.png 292w, https:\/\/churchtools.academy\/wp-content\/uploads\/2022\/09\/image-2-277x300.png 277w\" sizes=\"(max-width: 292px) 100vw, 292px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">4. Import Cost Centers into ChurchTools<\/h2>\n\n<p class=\"wp-block-paragraph\">In <em>the Finances module<\/em>, open the <em>master data<\/em>, navigate to the <em>cost centers<\/em>, and open the <em>context menu<\/em> for the cost centers.  <\/p>\n\n<p class=\"wp-block-paragraph\">Here, select &#8221; <em>Import Cost Centers from CSV File<\/em>.&#8221;  <\/p>\n\n<p class=\"wp-block-paragraph\">We&#8217;ll show you exactly how to do this in our guide, &#8221; <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-and-export-finances-en\/how-to-import-cost-centers-from-a-file\/\" id=\"38768\">How do I import cost centers from a file?<\/a>&#8220;<\/p>\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-79a8db7e wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Read more<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-and-export-finances-en\/how-to-import-cost-centers-from-a-file\/\" id=\"38768\">How to import cost centers from a file?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/optigem-import\/13-wie-importiere-ich-meinen-kontenrahmen-aus-optigem\/\" data-type=\"docs\" data-id=\"7627\">How do I import my chart of accounts from Optigem?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/sync-finances\/how-to-synchronize-accounting-data\/\" data-type=\"docs\" data-id=\"7632\">How do I synchronize transaction data?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-modules\/verbindungen-konfigurieren\/verbindung-mit-optigem-herstellen\/\" data-type=\"docs\" data-id=\"7618\">Establish a connection with Optigem<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>To sync booking data from Optigem to ChurchTools, you may need to create your cost centers in ChurchTools first. To do this, export your projects from Optigem, edit the data, and then import them as cost centers in ChurchTools. In this tutorial, we\u2019ll walk you through the process step by step. 1. Create groups in [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[692],"doc_tag":[],"knowledge_base":[224],"class_list":["post-70908","docs","type-docs","status-publish","hentry","doc_category-import-from-optigem","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"acf":[],"year_month":"2026-07","word_count":469,"total_views":"2","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Victoria Weidemann","author_nicename":"vweidemann","author_url":"https:\/\/churchtools.academy\/en\/author\/vweidemann\/"},"doc_category_info":[{"term_name":"Import from Optigem","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-from-optigem\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70908","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=70908"}],"version-history":[{"count":2,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70908\/revisions"}],"predecessor-version":[{"id":70912,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70908\/revisions\/70912"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=70908"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=70908"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=70908"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=70908"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}