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.