This allows for the importing of members into the system. You can also update member information this way. If you are importing a member and the first and last names match a member in the system, that person will be updated with the new information. You can import as much or as little information as you have on someone. You can also use this feature for adding a list of people to a group.
The type of file needed for the import is a Comma Separated Value file (CSV). Many spreadsheet and contact manger applications will export/Save-As to this format. For instance, in Microsoft Excel, Go to "Save As", and choose "Comma Separated Value (.csv)". If the file won't import properly, you may need to save the csv in a specific format called csv Unicode UTF-8. To do this in Excel, choose Save As, select .csv as the save as type, click Web Options > Encoding > Unicode (UTF-8).
Sample file here
From here you can export a CSV file of the membership information for all of the people in the system. This can easily be opened in Excel or other spreadsheet/database programs.
This allows for the batch inputting of giving information.
You can import giving from a CSV file. This makes it much easier to transfer in giving from online giving services like.
The import will correctly group entries for people who have chosen to have their giving grouped under their primary family member.