Comprehensive Directory Data Export
NOTE: This tool is currently in Preview mode while we test and refine its features.
We invite you to explore it and share any bugs or suggestions by clicking Contact Us. Your feedback will be reviewed and considered.
In this Article
Introduction
The new export tool, available in Preview mode, offers enhanced functionality for exporting directory data. It supports multiple formats, making it easier to send bulk emails or text messages to your entire directory or specific groups.
Detailed Instructions
You can find the export tool that is now in Preview mode in two locations.
- Dashboard Navigation: Look under "Importing and Exporting Directory Data" on the Dashboard. Click on the "New Export Method (Preview)" link.
- Header: The export feature now in Preview mode can be found in the blue menu bar.
Choose an Export Template
First, select the export template you need. Below is a list of available export templates with descriptions.
All templates will export a CSV file that you can then open in Notepad or a spreadsheet tool like Excel or Google Sheets.
Template 1 – All Data by Families
Exports the entire directory with all family data in one row.
Template 2 – All Data by Persons
Exports data organized by person, including family data such as address and the person’s information like birthdate, phone number and email.
Template 3 – Birthdays
Exports a complete list of individuals with their birthdates.
Template 4 – Emails
Exports a list of member names with their email addresses, ideal for sending emails using a bulk sending tool.
Template 5 – Mailing Labels
Exports a list of Last Names with their address, city, state and zip code.
Template 6 – Mobile Phones
Exports a list of member names with their phone numbers, ideal for sending text messages using a bulk sending tool.
Select Data for Export
After choosing your template, decide whether to export your entire directory (All) or select specific groups. If you select specific groups, only members of those groups will be included in the exported CSV file.
Customize Your Export
You can now add or remove fields to customize your export by checking or unchecking each field. All fields that are checked will be included in your exported CSV file.
Once you’re satisfied with your selections, click Generate Export, and then after it has been generated, click Download CSV File once it’s available.
Support & Feedback
If you find a bug or have suggestions for improving the new export tool that is in Preview mode, please send us a note through 'Contact Us'. We value your feedback!
Troubleshooting
Q: How do I put the birthday list in date order?
A: Once you’ve exported using the birthday list template, you can open the list in Excel or another spreadsheet program and use the Sort feature to sort by the birthdate column. This Microsoft quick start guide for sorting data may be of help.