The image displays what the Family Overview window looks like after running the following processes using the example files:

• Import Family Information – FamilyBasicInfo.csv
• Import Family Informaiton – FamilyHomePhones.csv
• Import Member Informaiton – MemberBasicInfo.csv

Tip:

After reviewing this section, if you don’t feel confident about how these apply to your file(s), contact PDS Support at 1-877-737-4457. Fees may apply.