Click Reports in the left hand navigation
Click Add Custom Report and then Standard Report
Name the Comprehensive Report 'Notebird Report' & click Save
Select: Display as "Individuals".
Filter: Match "All of the Following Fields"
Filter: "People Category", "Contains", "Select All"
Add all of the fields. Include Member ID and Family ID
Click Save & Generate.
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 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.