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Families

Export Family Information

If you need to move a family from one program's data set to another, you can use the export and import features.

Export a family to send their family, member, and fund information to a text file.

  1. On the Information tab, click Families. Locate the appropriate record, then click Export Family.
  2. Browse to the location, and enter the file name where you'd like to save the text file.
    Note:

    By default, exported files are saved in your program's Data folder with the family's last name as the file name. You can edit this, if needed.

    If you plan to import the family into another PDS program or data set, note the location and file name you use. You need this file path when importing.

  3. Click Use/OK.
  4. When the export completes, click OK.
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Last updated: September 15, 2023