Preparing your upload

A few quick notes about how to get your file ready for Notebird

example spreadsheet

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.

Header

Description

*

First name

First (given) name of persons to be imported

Required

Last name

Last (family) name of persons to be imported

Recommended

Import ID

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.

Recommended

Household ID

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.

Recommended

Is child

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.

Recommended

Relationship status

This field identifies the current relationship or marital status of each individual. Valid values include:
Single, In a relationship, Engaged, Married, Civil union, Domestic partnership, Separated, Divorced, Remarried, or Widowed.

Recommended

Birthday
Anniversary
Join Date

Notebird is great for tracking life milestones like birthdays, anniversaries, or the date when someone joined your organization. Please include year, month, and day.

Optional

Gender

Gender can be listed as 'M', 'F', 'Male', or 'Female'.
Non-binary values are also accepted.

Optional

Mobile phone
Home phone
Work phone
Other phone

We can import up to 4 phone numbers for each person.

Optional

Personal email
Work email
Other email

We can import up to 3 email addresses for each person.

Optional

Home address
Work address
Other address

We can import up to 3 addresses for each person.
Each address type can be separated into separate columns for address 1, address 2, city, state, and zip code.

Optional

Profile notes

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.

Optional

If you are having trouble, many Church Management Software companies hav e 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.

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