Importing From Realm
Below are the steps to export member data from Realm:
- Select Reporting from the menu on the left
- Select Reports, then Custom Query
- From Select a main attribute… choose the field Family Name and the parameter is not blank
- Select Show Results
- Click the Print icon and then List (CSV)
- Select Individual List (.csv), then [Run]
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.