Preparing your upload
A few quick notes about how to get your file ready for Notebird
Before importing your spreadsheet into Notebird, our team looks for certain values in the first row or "header" of each column. It really helps if you can come close to matching our ideal format, but don't worry if it's not perfect. We're happy to work with you to get everything just right.
Preview an example spreadsheet to get an idea of what we're looking for. You can refer to the table below for descriptions of each type of header.
NOTE: There should only be one person per row.
First (given) name of persons to be imported
Last (family) name of persons to be imported
The Import ID should be a unique indentifier for each person in each row. This ID is usually provided by the software you are exporting from. If your spreadsheet wasn't exported from another platform, you can ignore this field.
This ID is used to match together people in the same family. For example, both parents and all children will share the same Household ID.
Notebird is able to define relationship types between family members. If available, the Is child column should be marked with TRUE to indicate if this person is a child in the family.
This field identifies the current relationship or marital status of each individual. Valid values include:
Notebird is great for tracking life milestones like birthdays, anniversaries, or the date when someone joined your organization. Please include year, month, and day.
Gender can be listed as 'M', 'F', 'Male', or 'Female'.
We can import up to 4 phone numbers for each person.
We can import up to 3 email addresses for each person.
We can import up to 3 addresses for each person.
We can import any other value you'd like to save in each person's profile notes. These notes will be fully searchable and visible to everyone in your organization.
If you are having trouble, many Church Management Software companies have a customer support team that will help you export your data from their software. Please don’t let this process overwhelm you—feel free to chat with us if you have any questions.
We require users to upload their congregant data through our secure portal. You have to have an existing Notebird account to access the secure portal.
Things to note
This is a one time onboarding import. Organizations are responsible for updating information and adding new people to their account moving forward.
We have plans to integrate with other software in the future.