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!

Flocknote Complete Data Transfer

Looking to move all your database information into Flocknote? We know you’ve got a lot on your plate, so we’ll transfer all your data from another member-management tool for free. Our Data Specialists will work with you to import all your member data and historical giving data, 100% FREE!

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