In addition to importing membership, attendance, and offering data from Shepherd's Staff, users are also able to import books from the Finance module of the desktop software as well.
In order to import from a Shepherd's Staff database, you will need to know where the database is located on your computer network. In most cases, the database will be found at C:\ShepherdsStaff and the database is usually named Staff8.mdb or a similar variation.
If you are unsure of your database name or location, you can open your Shepherd's Staff program and click on the name of your church at the lower-left corner of your login screen to see where your current database is located.
Users with Shepherd's Staff database versions older than 9.0 can call CTS support to update their database for your site. A technician will then log into your computer, take a copy of your database, and update the database for you. They will then send you an import summary after the upload completes.
To import a financial book/fund from Shepherd's Staff into Church360º Members:
1. Click on the gear icon to open your Settings view.
2. Scroll down the navigation menu on the left and select “Books” under the Ledger section.
3. Click to ”Upload".
4. Click “Choose File" to navigate to the location of the database, select the database file, and click “Open”. The file name will appear in the Upload window.
5. Click "Upload" to confirm the file selection. It may take a few seconds for the system to read the file.
- If your database is not supported, please contact support for help updating and uploading your database.
- If your Shepherd's Staff database holds more than one book, check the boxes for the books you want to import.
6. Click "Import" to start the import. Once the import is finished, you may need to refresh your screen to see the new books populate.