Overview of the Import Contact Information feature
In order to import contact information into Family Directory from other applications, permissions must be set up and an import file must be created and properly imported. This article provides links to each step required to complete this process.
- Parish permission: Click this link to learn how the diocese may grant permission to import contact information. This is a global permission for all parishes in that diocese; this step must only be done once.
- Staff permission: Click this link to learn how to configure a parish staff record to grant permission to import contact information; this step must only be done once for each staff who will need this functionality.
- File preparation: Click this link to learn how to prepare an import file used for importing contact information from another application; this step must be done each time records must be updated through the import feature.
- Import file: Click this link to learn how to import contact information into Family Directory from a file prepared with information from another application; this step must be done each time records must be updated through the import feature.
- Once completed, you may view the Import Summary Report that automatically generates after every import.
Updated