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

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

Begin in Selections and Listings

  1. Create a new report
  2. Name it whatever you like
  3. Give it whatever criteria you need (Such as members, and active) in the left hand column
  4. On the right column, create a ‘formatted’ report by double clicking ‘formatted’
  5. In the left hand column highlight ‘address types’ and move it to the right hand column
  6. In the left hand column highlight ‘email account’ and move it to the right hand column
  7. In the left hand column highlight ‘phone number types’ and move it to the right hand column
  8. Check ‘print to file’ and ‘include fieldnames in first record’ on the bottom left
  9. Designate a path where you wish the document to be saved where it says ‘field name’ by clicking on the ‘…’
  10. On the right hand side towards the bottom make sure ‘print home address on first line’ is marked
  11. Press ‘ok’
  12. It will then bring up a box that asks you to designate which address to use. Check ‘print main/home address’
  13. Press ‘ok’
  14. It will then bring up a box that asks you to designate which phone number to use. Check ‘print main/home’
  15. If you want to use the Salutation as the first name instead of the First Middle field check the “Use salutation as first name” box at the bottom of the formatting instructions page under “print home address”
  16. Make sure to save the report before closing
  17. Run the report
  18. It will then tell you that the report has been completed
  19. Login to Churchteams as the admin and click the Settings menu (upper right) and then Members / Import/Load to import the file into Churchteams.