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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Export Data to MissionInsite

Export PDS Member Information

MissionInsite requires a data file containing your member information. You can export this file from PDS.

  1. On the Reports tab, click Member Reports.
  2. Expand Data Exports, and double-click People Export for MissionInsite.
  3. Proceed to the Export Setup window, make any necessary selections, then click Next.
    Note:

    MissionInsite requires a .csv file with headers included.

    We recommend naming the file in way that's meaningful to you, such as PeopleExport.csv.

  4. Select which member records to include in the export. Use Additional Selections to filter further.
  5. When you're ready, click Build.
  6. After the export file is created, click View File to open it.
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MissionInsite

Last updated: October 29, 2024