Export People List to Higher Ground Solutions
KBA-02743-S1P6R4
Purpose & Scope
Instructions for Exporting a People List so that it can be Imported Successfully Into Higher Ground Solutions
Procedure
  1. 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 and moving the whole group to a new people list.
  2. Export the People List to a File
  3. Import File Into Higher Ground Solutions
    • If this is the first time, we'd recommend watching the video walkthrough below.
    • In HGS:
      • Hover Over Users and click Import Users
      • Click Choose File and select the file downloaded earlier, then click Next Step
      • Configure User and 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



Additional Comments

Group Actions: https://support.fellowshipone.com/knowledge-base/article/KBA-02286-G4L1D5

High Ground Solutions Import Video Walkthrough: http://www.highgroundsolutions.com/wp-content/uploads/2019/08/Users-2.-How-to-Import-User-Information.mp4