Servant Keeper

Servant Keeper Instructions:

1. Exporting Giving
   
   1. Within Servant Keeper, open up "Contribution Manager."
   2. Navigate to Listings > and select List Individuals' Contributions
   3. Under Date Range, select all the years of Giving that you would like to export.
   4. Under Accounts, make sure all accounts are selected.
      • Other boxes to check: Include Inactive Accounts, Show Split Transaction Detail, Include Deleted Individuals
   5. Click the Find button.
   6. You'll be asked about stopping at 500 rows, click No.
   7. On the next page, click 'Select Fields.'
      • Select/Add Individual ID.
      • Select/Add Family ID.
      • Click Save.
   8. Click Save As > Save as Microsoft Excel File
   9. Save it where you can find it.
   10. Once the data has been exported, a window will pop up saying it is finished. Click "OK" to finish the export.
2. Exporting People
   1. Within Servant Keeper, navigate to the Membership Manager
   2. Select "Groups Keeper"
   3. Choose the group you want to export. Make sure this group contains all the individuals you will be transferring to Churchteams.
   4. Click the "Select Fields" button. This is where you select the fields to import.
      1. Individual fields have a single person symbol by them, whereas Family fields have a two-person symbol next to them.
      2. Be sure to include Individual ID and Family ID.
      3. If unsure, select all fields. (Select all, by clicking the first field, scroll to the bottom, hold shift, and click the last field.) Depending on file size, this could cause an error.
      4. Click the Save button
   5. After all needed fields are chosen, select "OK."
   6. Navigate to Save As > Microsoft Excel Spreadsheet to export this information.
   7. Save it where you can find it.
   8. Once the data has been exported, a window will pop up saying it is finished. Click "OK" to finish the export.