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Search results for: import

V3: How to import your contacts

Importing your contacts from a .csv file… HOW TO GET TO THE IMPORT SCREEN… WORKING WITH THE IMPORT CONTACTS SCREEN
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

V3 Icon - - Add / Import a New Person

Increase your PastorsLine data by adding or importing a new contact… Step 2: Click on Add/Import New Person (person icon with plus sign, gold box + 2 in image above)… ADD A NEW PERSON IMPORT A PERSON [Image "ScreenHunter+832.png"] Complete the info required
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Import, edit and manage your contacts

Here's what happens when you import a list of contacts into PastorsLine (PL):… To import from a .csv file:… You can also import a .CSV file of contacts
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

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

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

What is excluded when importing contacts with .csv files

V3 & V2: 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
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

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
Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago

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

Ninja Trick - using previous logs to add people into groups

To import from a .csv file… Click on Add Person or Import (turquoise arrow in image above)… Click the "+" icon for more options, and select "import contacts" 3
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Polls: Follow up with non-responders

Then click on Import contacts (yellow box below). The Import contacts page will open. 4b… Step 4: Import their contact details into the group… You will import the contact detail information in this file into a group
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

What number comes from Breeze to PastorsLine for a contact profile? Home, work, other, preferred?

When we import contacts from Breeze into PastorsLine (PL), we make the contact’s mobile number the primary
Anne Heath avatar
Written by Anne Heath
Updated over a week ago