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Elvanto // Export Guide for Notebird
Updated over a week ago
  1. Click Reports in the left hand navigation

  2. Click Add Custom Report and then Standard Report

  3. Name the Comprehensive Report 'Notebird Report' & click Save

  4. Select: Display as "Individuals".

  5. Filter: Match "All of the Following Fields"

  6. Filter: "People Category", "Contains", "Select All"

  7. Add all of the fields. Include Member ID and Family ID

  8. Click Save & Generate.

  9. Click Export -> CSV.

Click Reports in the left hand navigation

Click Add Custom Report and then Comprehensive Report

Name the Comprehensive Report 'Notebird Report' & click Save

Click Add Report Item

Securely Sending Your Export to Notebird

It's now time to securely send Notebird your Elvanto export. Our team will reformat the data just a little bit to play nicely with Notebird and get it uploaded into your Notebird account. You must have a Notebird account created before sending your data. For security reasons, we do not accept exports through email.

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