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.

Here is how to do that....

GROUPS

Option 1 is from the HUB. **Recommended method**

In the HUB, click on Groups (people icon, gold box below).

The page will refresh to show you a list of your groups.

Click on the group for which you want to export a .csv file (brown arrow below, left hand side). Then click on Export (cloud icon, gold arrow below, upper right-hand corner).

A .csv file will be exported and downloaded. This file can be found in the downloads section of your computer.

Option 2 is from the Groups page.

1. On the Groups and Keywords page, depending on the size of your group, you want all the members showing on one page. Easiest way is to set the page to Show 1000 per page (brown box below). **If your group has more than 1,000 members in it, you will need to do this process for each page to export all the members. The HUB method is recommended to avoid these extra steps.

2. Find the group you wish to export. Click on View (eye icon in actions menu of the group's details line).

The Groups Details page will open.

3. Click on the box next to First Name. The PastorsLine system will automatically click on every contact on this page. Then click on Export.

The system will produce a .csv file of 1000 (or fewer) contacts. For groups with more than 1000 members, click on Next to go to the next page. Repeat above as needed. You will have a separate .csv file for each batch of "up to and including" 1000 names.

INDIVIDUALS

Option 1 is from the HUB **Recommended method**

1. In the HUB, click on the contact whose details you wish to export. We are going to use Jason as an example.

2. Jason's details will open on the right-hand side of the page. Click on More (3 dots near Jason's icon, brown arrow below).

3. The dropdown menu will open. Click on Export (brown box below).

4. A .csv file will be created automatically and download to the Downloads section of your computer.

Option 2 is from the Contacts page.

1. On the My Contacts page, search for the individual you want to export. NOTE that "Export" is currently greyed out because you have not selected any individuals yet.

2. Then click on the individual from whom you wish to create a .csv file. Next, click on Export.

NOTE: You can click on more than one name. However, there will be only 1 .csv file produced per click on Export.

Option 3 is from the Groups page.

1. On the Groups and Keywords page, find the group you wish to export the member out of. Click on View (eye icon in actions menu of the group's details line).

The Groups Details page will open.

2. Use the search bar to search for the individual you want to export.

3. Click on the box next to the individual for whom you wish to create a .csv file. Then click on Export .

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