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
It's now time to securely send Notebird your ServantKeeper file. Our team will reformat the data to play nicely with Notebird and get it uploaded into your Notebird account for you. You will be notified via email when that import is complete.
You must have a Notebird account created before sending your data.