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.