PSFS Family Directory - Import: How to import contact information into Family Directory from a file prepared with information from another application

This article will show how to download a Sample Import File for you to use as a basis for creating your contact information import file. 

IMPORTANT: A record must already exist in the Family Suite database in order to import updated contact information. This is not to be used as a method for creating new records in the database.

 

In the Families module, navigate to Family Directory > Imports.

 

Select the option according to the information you will import: Family Contact Info or Member Contact Info. 

 

Click the View Sample Import File at the top of the screen.

 

This will download the sample file to your downloads folder of your internet browser. 

See Member Contact Info fields for an explanation on how the file should be populated. 

See Family Contact Info fields for an explanation on how the file should be populated. 

 

Once you have this file, you may save it to your computer as the basis for future contact information imports, or you may download it each time.

 

Keep the column headers the same and simply update the data.

 

When you have edited the file, save it to place on your hard drive where it can easily be found.

 

The software provides an Import Summary Report for your review.

 

There is no indication of what the error is when a record does not load. The summary report lets you know which record did not get updated. Compare the data in that record with the format shown below.

 

Member Contact Info Fields

Column

Field Description: Only those in green are required. Otherwise, blank cells are allowed. The record will be updated for only those fields where the cell contains information. The field will not be modified for any blank cells.

A

Member Last   
B Member First   
C Nick Name  
D Middle Name  
E Maiden Name  
F Family Last Name  
G Member DUID *Required and must match the member record to be modified
H Member E-Mail Format: name@serviceprovider.domain
I Family DUID *Required and must match the member's family DUID in the record to be modified
J Home Phone Format: ###-###-####
K Mobile Phone Format: ###-###-####
L Work Phone Format: ###-###-####
M

Member Pager

Format: ###-###-####
N Member Fax Format: ###-###-####
O Gender F or M
P Birth Date Format: mm/dd/yyyy (no leading zeroes required for single digit months
Q Date of Death Format: mm/dd/yyyy (no leading zeroes required for single digit months
R Member Language  

 

 

Family Contact Info Fields

Column

Field Description: Only those in green are required. Otherwise, blank cells are allowed. The record will be updated for only those fields where the cell contains information. The field will not be modified for any blank cells.

A

Last Name  
B First Name  
C E-Mail Address Format: name@serviceprovider.domain
D Primary Phone Format: ###-###-####
E Emergency Phone Format: ###-###-####
F Home Address 1  
G Home Address 2  
H Home City  
I Home State/Region  
J Home Postal Code  
K Home Plus 4  
L Home Country  
M

Home Address Phone

Format: ###-###-####
N Mailing Address 1  
O Mailing Address 2  
P Mailing City  
Q Mailing State/Region  
R Mailing Postal code Format: #####
S Mailing Plus 4 Format: ####
T Mailing Country  
U Mailing Address Phone Format: ###-###-####
V Other Address 1  
W Other Address 2  
X Other City  
Y Other State/Region  
Z Other Postal Code #####
AA Other Plus 4 ####
AB Other Country  
AC Other Address Phone Format: ###-###-####
AD Other Add From Date Format: mm/dd/yyyy
AE Other Add To Date Format: mm/dd/yyyy
AF Family DUID *Required and must match the member's family DUID in the record to be modified

Updated

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