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Importing From Servant Keeper
22nd December 2016
10:56 pm
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22nd December 2016
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Okay, so our church has been using Servant Keeper for a while. Nothing particularly wrong with it, but I'm looking for something with a little more streamlined design and flexibility. Church Admin seems to fit the bill. Where I'm running into the hang-up is as I'm trying to import our database. How am I to design the spreadsheet so as to minimize glitches in the import process? How do I keep family units together rather than having each one split as its own family unit?
Is there anybody else who has made this transition successfully, or am I just going to have to slog it?

22nd December 2016
11:33 pm
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4th March 2015
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Welcome!

Can you export Servant keeper to a comma separated file?
Importing a csv allows you to map fields and will put all the people with the same address in the same household.
It makes the assumption that the first male and female rows for an address are the husband and wife of the household.
Dates of birth will help children be recognised well too - it should recognise most date formats, but safest is yyyy-mm-dd

You can check "Overwrite current address details?" if you need to do it again.

There is a tutorial at https://www.churchadminplugin.com/tutorials/import-address-list-csv/

If you are finding the plugin useful, please subscribe to the app - it's free for your congregation to use and only £9.99pm for a church subscription - free int'l bank transfers with Revolut

22nd December 2016
11:58 pm
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22nd December 2016
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Okay, so it might be best if I essentially reimport the database depending on where the gaps fall. I just decided to go for an import and it got most of the stuff. I am pleasantly surprised. However, I will need to redo the DOBs because it didn't recognize any kids or teens... I didn't initially realize that the CSV allowed it to keep the units together. Great program! Kudos to you, sir. Servant Keeper makes you pay an extra hundred if you want the import tool....

23rd December 2016
12:02 am
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Great!
Actually just checked it won't work out they are children/teens from dates of birth. Will add that in soon. But it will use dates of births for kids work groupings etc, so worth having on the import.

If you are finding the plugin useful, please subscribe to the app - it's free for your congregation to use and only £9.99pm for a church subscription - free int'l bank transfers with Revolut

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