How to export people data to a CSV file
You always have full control of the data stored in your account and ChurchSuite includes numerous options to help make exporting your data as quick and easy as possible. One of the most common methods is to export the details of people as a CSV format file, which can be opened in many third-party applications such as Microsoft Excel, Mac Numbers and Google Sheets. Here's how...
Note: In this article we will be describing how to export a list of contacts as a CSV file from the Address Book. The same option to export people data is also available in other modules too and the steps are identical to those outlined below.
Working within the Address Book head into the Communication section of the module.
Every module's Communication page is divided into three sections. We'll look at each section in detail in turn: -
- Section 1 - Select the people you wish to communicate with
- Section 2 - Optionally filter the list of people
- Section 3 - Choose what you want to do with them
Within the Address Book: in Section 1 you'll select the contacts with whom you wish to communicate with or Export. You can either select individual contacts from the scrollable list by clicking on a name, use the Search to filter Contacts or Tags and the list will auto-filter as you type or click Select all. Selected people are moved to the box on the right. You can remove selected people too, either by selecting the cross beside a selected individual's name or by using Clear all.
In Section 2 you can optionally filter the selected list of people further, perhaps to only export people whose sex is female or those who are married. In addition to a selection of commonly-used standard fields like Age and Marital Status, you can also filter by the Custom Fields you may have added to your account. Simply click the section heading to expand or collapse the options from view.
Continuing down the page to Section 3 locate the CSV option.
Clicking the Options button surfaces a number of tick box field options that can be optionally included in the CSV file. In addition to contact detail fields you can also export people's Tags, Key Dates, Custom Fields, Communication and Privacy settings.
Once you're happy with the selection click Export to CSV. When prompted, save the CSV file to your preferred location.
When exporting people from the Address Book and Children modules you have the option to include ChurchSuite's internal Contact ID, Spouse ID, Child ID and Parent ID fields. These ID fields give you everything you need to be able to cross-match family members in CSV file(s) if you are subsequently importing into another system.
Address Book module CSV options (extract)
Children module CSV option (extract)