Advice and answers from the PastorsLine Team

Search results for:import

V3: How to import your contacts (.csv)

Importing your contacts from a .csv file… THE EASIEST WAY TO GET TO THE IMPORT SCREEN WORKING WITH THE IMPORT CONTACTS SCREEN After… THE EASIEST WAY TO GET TO THE IMPORT SCREEN

V3: How to import your contacts from your Mac or iPhone address book.

Want to import your people in bulk instead of entering them 1 by 1? Here's how… Using a smart tool, you can export your OS X Mail Contacts to a CSV file (which lets you import into… Step 2: Once completed, you can then import those names into our system. Follow these steps

V3 Icon - - Add / Import a New Person or People / A New Group or Groups

New people? Great! Add them to your PastorsLine account: manually or by importing their details… If you choose Import (Upload) You will be redirected to the Import Contacts page… If you click on Import (Upload) Contacts

V3: Bulk move of imported people into a group

Let's say you imported a whole bunch of people. After the import, you realize that you should have imported them into a group. Here's how… Click on Import History. Locate the import you wish to work with… After the import, you realize that you should have imported them into a group. No problem

V3: What is excluded when importing contacts with .csv files

What is excluded when importing contacts with .csv files… Here's what happens when you import a list of contacts into PastorsLine (PL): For contacts with… a phone number listed, if we find an exact match, then we do not import it into PL, if there is NO Match

What happens to the Elvanto People Categories for contacts imported into PastorsLine?

When you import Elvanto contacts into PastorsLine, our system groups your contacts using the People Categories

V3: Reformat your DOB column for importing

Now you should see your column of DOB dates in the new, correct format: Now you can continue to import

V3: What number comes from Pushpay/CCB to PastorsLine for a contact profile? Home, work, other, preferred?

When we import contacts from Pushpay/CCB into PastorsLine (PL), we make the contact’s mobile number the

V3: Add someone to a group

add people to a PastorsLine (PL) group. 1.1 Use a keyword which adds them to a group 1.2 Import… You can import them into PL. Set up an integration and sync your people

V3: What number comes from Rock RMS to PastorsLine for a contact profile? Home, work, other, preferred?

When we import contacts from Rock RMS into PastorsLine (PL), we make the contact’s mobile number the