Instructions for Exporting a People List so that it can be Imported Successfully Into Higher Ground Solutions
- Create a People List
- Create a People List either by manually adding names to a new list, or by outputting a report to a Temporary Group & moving the whole group to a new people list.
- Export the People List to a File
- Choose Roster, Export one record per individual & .XLS for the export.
- Open & save the file that downloads. This is the file that will be uploaded to Higher Ground Solutions.
- Import File Into Higher Ground Solutions
- Hover Over Users & click Import Users
- Click Choose File & select the file downloaded earlier, then click Next Step
- Configure User & Contact Options
- Match User Information fields to the Exported file's column headers using the mapping chart below:
|
Higher Ground |
People List Export |
|
First Name* |
INDIVIDUAL_first_name |
|
Middle Name |
INDIVIDUAL_middle_name |
|
Last Name |
INDIVIDUAL_last_name |
|
UNIQUE_ID* |
INDIVIDUAL_HOUSEHOLD_individual_id |
|
Address |
HOUSEHOLD_ADDRESS_address1 |
|
City |
HOUSEHOLD_ADDRESS_city |
|
State |
HOUSEHOLD_ADDRESS_state_province |
|
Zip |
HOUSEHOLD_ADDRESS_postal_code |
|
Contact 1 - Cell Phone |
Preferred_Phone |
|
Contact 2 - Email |
Preferred_Email |
- If this is the first time, we'd recommend watching the video walkthrough below. High Ground Solutions Import Video Walkthrough
Updated