Exporting People
Select Reports from the left menu.
Select Custom Query & click New Report
Select "Family Name" and the parameter "is not blank".
Select Show Results
Click Edit Columns
Select all data columns that you want imported. See list o fields below. Click Apply.
Click Print button and then select "List (.csv)"
Make sure 'Individual List' is selected. DO NOT select 'Only Export columns displayed in query results."
Click Run
Title the export 'Notebird Export'
Submit your report via secure import portal: my.notebird.app/import
Here are the data fields we accept. You can either select them when you export or we can remove the fields we do not import once you submit.
First Name
Last Name
Marital Status
Family Position
Date of Birth
Date Joined
Wedding Date
Active/Inactive Status
Categories (Attendee, Visitor, etc)
Gender
Preferred Name
Primary email
Date Marked Deceased
Primary Phone
Mailing Address, City, State, Zip
Primary Email Address
Alternate Email Address
Home Phone Number
Mobile Phone Number
Work Phone Number
Age
Gender
Date of Baptism
Date of Confirmation