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Importing From Servant Keeper

About Support Directory Importing From Servant Keeper

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  • #2679
    Avatar for ngif92ngif92
    Member

    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?

    #3619
    Avatar for Andy MoyleAndy Moyle
    Keymaster

    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/

    #3620
    Avatar for ngif92ngif92
    Member

    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….

    #3621
    Avatar for Andy MoyleAndy Moyle
    Keymaster

    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.

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