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Fellow NCs,

Once a month we do an export of our members and import them into our CRM database. We do this for two reasons:
  1. So we have a back up our members locally.
  2. We run queries against donations made by email and name (we are a non-profit), and based on profile questions answer, invite members to groups and events that might be of interest.
Here's is how to export your members:
  1. Log into your network as either the Network Creator or a user with Administrator rights.
  2. Go the Manage tab and under "Manage your members" section click on Members button.
  3. On the bottom right hand side of the members page click on Export All Member Data (.CSV)
Depending on the size of your membership you either be prompted to..
  • "Click OK to start the export. If you have a lot of members, the process might take a few minutes.",
Or, if you have lots of members you'll get a message that says..
  • "Click OK to start the export. We'll send you an email with instructions for downloading the data as soon as it's ready."
Let me know if you have any questions or suggestions.

Joseph
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