How to import contact information into Family Directory from a file prepared with information from another application
- Go to Family Directory → Import.
- Select the option according to which type of records you wish to update, Member Contact Info or Family Contact Info.
- Follow these steps to import the file.
- Browse for the file you prepared for this import.
- Select the file.
- Click the Import button.
How to verify the update worked
- Once the import completes, your screen display will change.
- To find out which record did not update, click the Import Another File button (shown above).
- This will take you to the import page again, but you will also see the option to download the latest import report. Select either option: CSV or PDF.
- The report will display and you will see which record did not update.