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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 5 months 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.

WALKTHROUGH

GET TO THE GROUP YOU WISH TO WORK WITH

Step 1

Log in to PastorsLine.

Step 2

Click on GROUPS (blue box in image to the left).
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By default, PastorsLine will open to the All Groups category, table view.

If you wish to change this default to your preference, click here.

Here is an example of the All Groups page, table view:

Step 3

Click on the detail line of the group you wish to work with. We clicked on the first group, All Kims (blue box in image above).

The screen will refresh to the details page of the group whose detail line you clicked (blue box in image below

EXPORT THE GROUP MEMBERS

In the top, right-hand corner, locate the More menu (blue box in image to the left).

Click on it. From the dropdown menu, choose Export All (yellow box in image to the left).

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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