Importing From Shelby
Below are the steps to export member data from Shelby:
- Go to Membership > Reports > Selections and Lists
- Select the Wand icon and go through the following steps to create the report:
- Give the report a name
- Select Report Group: General
- Check the Unsecured option
- Select Next
- Select Next again
- Check to include the names you want (i.e. Active, Inactive, and Deleted Individuals)
- Check to include the member status you want (i.e Members, Prospects, etc)
- Select Next
- Select Formatted (All) for the type of report
- Don't add Print Custom Information
- Check Print to File
- Check Include Field Names in First Record
- Select OK
- Go through the printing options, check the desired fields
- Select No to the question, "Do you have any other report formats to
select?"
- Select Next
- Select Next again
- Select Next again
- Select the Running Man icon
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.