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importing existing members in new install
Posted: Thu Mar 05, 2015 8:55 pm
by ATLDEL30039
Hello PC Forum,
I needed to reinstall Power Church. I only want the member information i.e. names, addresses and envelope numbers but no past contributions. How can I get just that information.
Thank you,
PK
Re: importing existing members in new install
Posted: Thu Mar 05, 2015 9:39 pm
by ATLDEL30039
ATLDEL30039 wrote:Hello PC Forum,
I needed to reinstall Power Church. I only want the member information i.e. names, addresses and envelope numbers but no past contributions. How can I get just that information.
** We are using Version 11
** I Have a Full Backup
Thank you,
PK
Re: importing existing members in new install
Posted: Thu Mar 05, 2015 10:08 pm
by VICRAMZ
If you still have access to your old installation, do a backup of just the membership files. It's an option on the backup dialog.
Then, in your new installation, restore your membership backup. You'll get membership data, but no accounting or contribution information. Should be good to go.
If you don't have access to the old installation, and all you have is the full backup file, you can do a partial restore. It's in the restore dialog. But, note the warning on this video tutorial.
https://www.powerchurch.com/support/369 ... store-data
I don't know whether the partial restore allows you to select complete modules, or forces you to select the backup set file by file. That's a question for tech support.
But ... what you want to do can be done.
Good luck.
Vic
Re: importing existing members in new install
Posted: Fri Mar 06, 2015 8:13 am
by NeilZ
ATLDEL30039 wrote:Hello PC Forum,
I needed to reinstall Power Church. I only want the member information i.e. names, addresses and envelope numbers but no past contributions. How can I get just that information.
** We are using Version 11
** I Have a Full Backup
Thank you,
PK
Reinstall the backup, then go to
Contributions -> Setup -> Delete Old Data. You can then delete all the contribution data, and leave the pledges. Or delete all the pledges and keep the Contribution data. Or use the function twice to first delete the contributions, then again to delete the pledges.
This makes sure that if you want to keep the settings you created for the Contribution Funds, you still have that in the system. If you do what Vic advises, you'd lose that.
Re: importing existing members in new install
Posted: Fri Mar 06, 2015 9:17 am
by ATLDEL30039
VICRAMZ wrote:If you still have access to your old installation, do a backup of just the membership files. It's an option on the backup dialog.
Then, in your new installation, restore your membership backup. You'll get membership data, but no accounting or contribution information. Should be good to go.
If you don't have access to the old installation, and all you have is the full backup file, you can do a partial restore. It's in the restore dialog. But, note the warning on this video tutorial.
https://www.powerchurch.com/support/369 ... store-data
I don't know whether the partial restore allows you to select complete modules, or forces you to select the backup set file by file. That's a question for tech support.
But ... what you want to do can be done.
Good luck.
Vic
Thank you kindly
Re: importing existing members in new install
Posted: Fri Mar 06, 2015 9:23 am
by ATLDEL30039
NeilZ wrote:ATLDEL30039 wrote:Hello PC Forum,
I needed to reinstall Power Church. I only want the member information i.e. names, addresses and envelope numbers but no past contributions. How can I get just that information.
** We are using Version 11
** I Have a Full Backup
Thank you,
PK
Reinstall the backup, then go to
Contributions -> Setup -> Delete Old Data. You can then delete all the contribution data, and leave the pledges. Or delete all the pledges and keep the Contribution data. Or use the function twice to first delete the contributions, then again to delete the pledges.
This makes sure that if you want to keep the settings you created for the Contribution Funds, you still have that in the system. If you do what Vic advises, you'd lose that.
Wonderful .... Thank you so much. now if I can only get my iPad to work with PC, I'll be in heaven LOL.
Re: importing existing members in new install
Posted: Fri Mar 06, 2015 9:36 am
by NeilZ
ATLDEL30039 wrote:
Wonderful .... Thank you so much. now if I can only get my iPad to work with PC, I'll be in heaven LOL.
Probably won't happen anytime soon, the only thing that will allow you to have such access is Powerchurch Online. However, if you have a remote access client that works on the iPad (I'm thinking VnC or LogMeIn) you can set the server up on your main Powerchurch server/computer and access that way. I use LogMeIn so I can access the church where I'm the admin from home via laptop or Android tablet.