Go to PastorsLine
Advice and answers from the PastorsLine Team
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
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 Complete the info required and click Save
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
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
Written by
Anne Heath
Updated over a week ago
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
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
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
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
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
Written by
Anne Heath
Updated over a week ago
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
Written by
Jason Alexis
Updated over a week ago
