How to export a member list to be imported into a third party communication vendor
- From the Family Directory, go to Reports then to ParishSOFT Reports.
- Choose Census Menu.
- Choose Member Filtering and Sorting.
- Select the desired filters. Anyone who is filtered out will not get a communication from your vendor.
- Choose Show Results.
- A spreadsheet with your data will display. Select all of the data and copy and paste it into an excel spreadsheet.
- Organize the Excel data in the format your vendor requires.