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
Attach your spreadsheet to a support ticket, and we’ll perform the import for you. We’ll try to use the file as-is, but we may request changes if something needs to be adjusted.
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.