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
Please arrange the column layout according to our requirements as outlined in this article or check out our import template. Attach it to a support ticket, and we'll perform the import for you.
How to Format the File
The FIRST NAME (A), LAST NAME (B), and FAMILY NAME (C) columns are required. Do not leave any of these fields blank.
The format for FAMILY NAME (C) should be “LASTNAME, Husband and Wife”. This is how
the family's name will be displayed when you run reports per family in the People Screen,
including the member directory and photo directory. This is also how the system will format new names so you want to be consistent throughout your database.
This is a shared data field among all family members so put that same info for the spouse and children. So for example, you would enter for all family members: SMITH, John and Sally
FORMAL NAME (M) is recommended as well, formatted "Mr. & Mrs. Husband Lastname",
as it's what's used on contribution statements to address the family: Mr. & Mrs. John Smith
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.