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ACS Realm // Export Guide for Notebird
Updated over a week ago

Exporting People

  1. Select Reports from the left menu.

  2. Select Custom Query & click New Report

  3. Select "Family Name" and the parameter "is not blank".

  4. Select Show Results

  5. Click Edit Columns

  6. Select all data columns that you want imported. See list o fields below. Click Apply.

  7. Click Print button and then select "List (.csv)"

  8. Make sure 'Individual List' is selected. DO NOT select 'Only Export columns displayed in query results."

  9. Click Run

  10. Title the export 'Notebird Export'

  11. Submit your report via secure import portal:

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

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