Exporting People

  1. Select Reports from the left menu.

  2. Select Custom Query.

  3. Find People using the field "Family Name" and the parameter "is not blank".

  4. Select Show Results.

  5. Click Preview and then Edit Columns.

  6. Select all the columns. Click Apply.

  7. Click Preview and then Download as "Individual List (.csv)"

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.

  • Individual Id

  • Family Id

  • First Name

  • Last Name

  • Marital Status

  • Family Position

  • Date of Birth

  • Date Joined

  • Wedding Date

  • 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

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