Exporting People
Within Servant Keeper, navigate to Group -> Add Group -> Selections and Lists.
This brings up the Add/Edit Group window.
Call the report "Notebird_People" or something similar.
Check list the search results using Individuals (not families).
-Select a field to search: use Individual ID.
-Select how to search the field: Is not Blank.
-Enter the item to search for: leave this field blank.
- Add Criteria [+ Add] (click the add button).
Click Select Fields button. This is where you select the fields to import.
-Be sure to include Individual ID.
-Be sure to include Family ID.
-If unsure, select all fields.
-Click the Save button.
Click the Save button.
You are now back at the Group Keeper main menu.
Double Click the report "Notebird_People". This will bring up the preview.
Click Options -> Export Group -> Excel.
Save it where you can find it.
Upload People Data
For security purposes, only Notebird users can access the import porter.