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V3: How do I export contacts (groups or individuals)?
V3: How do I export contacts (groups or individuals)?

Exporting details from a PastorsLine group (all members) or individuals to a .csv file.

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

The PastorsLine system can produce a .csv file of a group or an individual/individuals.

The data in the file will be first name, last name, email, phone, address, groups and tags of each contact in the group OR the individual you selected.

Here is how to do that....

GROUPS

Step 1: Click on Groups.

Step 2: Click on the group whose people you wish to export. We have chosen Anne's CCB synced group as an example

The group detail page will open.

Step 3: Click on the Action Menu (3 dots in top, right-hand corner). It will expand (turquoise box in image above).

Step 4: Select Export All (gold box in image above).

A .csv file will be exported and downloaded. This file can be found in the downloads section of your computer.


INDIVIDUALS

Step 1: Click on People

Step 2: Click on the people whom you wish to export. We have chosen three people named a a as an example.

Step 3: Click on the purple Actions button. It will expand (turquoise box in image below).

Step 4: Select Export Selection (gold box in image below).

A .csv file will be exported and downloaded. This file can be found in the downloads section of your computer.

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