How to Export ACS Information to a CSV File for importing into Churchteams

NOTE: These instructions may differ somewhat depending on what version of ACS you are using.

1 ) Create your search to get the information you are looking for. Run your search.

2 ) Click on ‘Advanced Export’ under the Search Info tab

3 ) Check the ‘Use last search results’ check box

4 ) Click on Create New Export

5 ) Click on File Export, then hit ok

6 ) Click on Fields Tab

7 ) Double Click on the following fields:

Expand the Personal node in the tree listing.

Below the Address node and almost to the Special Fields node underneath the Date Last Contributed field double click the “Individual ID” field. This is a critical field to include to reduce duplicates.

NOTE: The Family/Individual Numbers listed at the top right under the Personal node are not needed as the Individual ID described above is all that is required.

Double click the following fields as well

“LastName”

“FirstName”

“Address1″

“Address2″

“City”

“State”

“ZIPCode”

“HomeEmailAddr”

“WorkEmailAddr”

“HomePhone”

“WorkPhone”

“WorkExtension”

“CellPhone”

8 ) Click on Format Tab, and choose Comma Separated Values

9 ) Go back to Fields Tab and Click on Select All, then Execute

10 ) Name your file, as prompted

11 ) Click OK to limit number of files to ALL (This is the default)

12 ) Your file should then be exported. It will tell you where the file is saved to.

13 ) From the admin main menu use the upload option to import the file into Churchteams