DFS - Family Directory: How to export a member list to be imported into a third party communication vendor

How to export a member list to be imported into a third party communication vendor

  1. From the Family Directory, go to Reports then to ParishSOFT Reports.
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  2. Choose Census Menu.
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  3. Choose Member Filtering and Sorting.
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  4. Select the desired filters. Anyone who is filtered out will not get a communication from your vendor.
  5. Choose Show Results.
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  6. A spreadsheet with your data will display. Select all of the data and copy and paste it into an excel spreadsheet.
  7. Organize the Excel data in the format your vendor requires.Exportgif.gif
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