Exporting People from Parish Data Systems
Within Parish Data Systems, start at the Reports menu.
Select Member Reports.
This brings up the “Select Report” screen.
Select Add (this is not in reports listing but rather the footer of the dialog box).
Select Export to create a custom export.
Select fields to include in export file; be sure to include:
Fam Unique ID
Mem Unique ID
Save/OK
This brings you to the “Overview” screen.
Click Edit to the right of report name and change to “NotebirdExport” or similar.
Export Filename: click on the file name to change the name and location for the export.
File Format: Choose Comma Separated Values (CSV)
Click Next.
From the Selection Information tab, check:
Include Active
Inactive
Deceased members
Click Build.
Securely Send Export to Notebird
It's now time to securely send Notebird your Parish Data Systems 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.