Export membership for state

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Log-in to the SIR 102 website

Go to the CiviCRM back-end membership database

Drupal CiviCRM Link.png

Click the CiviCRM menu link, located in the upper left corner of the website, to access the membership database.

Export Procedure

  1. Click the Search menu link and select Find Contacts
  2. Use the any group option and enter "#102 membership current"
    a Smart list of current branch members
  3. Click on Search button
    after a bit of time a search results page will be displayed
  4. Click on All nnn records from the Select Records option list.
    nnn is the current count of new and active members
  5. Enter Export in the Actions option box and select Export Contacts
    after a bit of time Export Options (step 2 of 3) will be displayed
  6. Click Select fields for export option
  7. Enter "Export membership for State" in the Use Saved Filed Mapping option box
    this is the name of a custom field mapping created for this procedure
  8. Click on the Continue button
    after a bit of time Export Options (step 3 of 3) will be displayed
  9. Click on Export
    after a bit of time n Opening CiviCRM_Contact_Search.csv dialog box will be opened
  10. Click on OK leaving the Open with Microsoft Excel as the selected option.
    An Excel spread sheet of the exported data will be displayed
  11. In Excel, click File ... Save As
    save the exported spreadsheet to a desired folder on your PC with the name you choose
  12. In CiviCRM click on the Done button