How to transfer data from most address books/member-management software tools

For most Database and Member Management software tools:

You'll need to create a Report or perform an Export of the Names, Emails, and phone numbers that are on file. Most programs can export directly to a CSV, but some may have the option to export out to an Excel worksheet as well. The help/support page for the particular type of software you are using might be able to point you in the right direction for exporting your spreadsheet of contacts.

A few formatting tips:

To import your members to Flocknote, you'll want to have a spreadsheet that contains their names, email addresses, and phone numbers. It can either be an excel spreadsheet (.xls or .xlsx) or a .csv file

CLICK HERE to learn the proper way to format your spreadsheet for an easy import into your Flocknote network!

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