- 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.
- Export the People List to a
File
- 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
|
|