Importing From Servant Keeper

Below are the steps to export member data from Servant Keeper:

Go to Group > Add Group > Selections and Lists
Give the report a title or name
List the search results using Individuals (not families)

Select a field to search - use Individual ID
Select how to search the field - Is not Blank
Enter the item to search for: leave this field blank
Select Add Criteria [+ Add]

Select Select Fields button

Include Individual ID
Include Family ID
If unsure, select all fields
Select Save

Select Save
Double Click the report to open the preview
Select Options > Export Group > Excel
Save the report to your device

Please arrange the column layout according to our requirements as outlined in this article or check out our import template. Attach it to a support ticket, and we'll perform the import for you.

How to Format the File

The FIRST NAME (A), LAST NAME (B), and FAMILY NAME (C) columns are required. Do not leave any of these fields blank.

The format for FAMILY NAME (C) should be “LASTNAME, Husband and Wife”. This is how the family's name will be displayed when you run reports per family in the People Screen, including the member directory and photo directory. This is also how the system will format new names so you want to be consistent throughout your database.

This is a shared data field among all family members so put that same info for the spouse and children. So for example, you would enter for all family members: SMITH, John and Sally

FORMAL NAME (M) is recommended as well, formatted "Mr. & Mrs. Husband Lastname", as it's what's used on contribution statements to address the family: Mr. & Mrs. John Smith

We grant one free spreadsheet import for your account. Going forward, you will enter new names on the People Screen. Please note that subsequent requests in the future for another spreadsheet import will incur a small fee, so make sure the initial file is as complete as possible.