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Advice and answers from the PastorsLine Team
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import
V3:
Import
(Sync) Group
Import
(Sync) Group…
Import
(Upload) Contacts… Step 4: Click on
Import
(Sync) Group
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… Your
Import
History page will open. Locate the
import
you wish to work with… Click on
Import
History (yellow box in image to the left)
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: What number comes from Planning Center People (PCO) to PastorsLine for a contact profile? Home, work, other, preferred?
When we
import
contacts from Planning Center (PCO) into PastorsLine (PL), we make the contact’s mobile
