To use your export file for Shepherd’s Staff, you will need to make sure the necessary information is entered in the SecureGive system. Shepherd’s Staff requires Member Numbers and Fund Numbers. You will also need to re-arrange some, add an additional column, and re-format the date.

To Connect Member Numbers: You will need to input the Shepherd's Staff Member ID into the Member ID field for each member profile in SecureGive. You will only have to do this one time for each member, and it will stay connected to them for all future transactions. Do this by clicking the exclamation point in the Member ID column from the “All Transactions” page, and then enter their Member ID and choose the Update Member ID button.

You can also add a Member ID from the donor's profile by clicking the Add Member ID link, entering their Member ID, and then clicking the Update Member ID button. You can also click the Edit pencil at the top right, scroll down to the Logos Member ID blank, and then input the Member ID there. Be sure to select Save.

Fund Number: To connect a fund number, you will go to Categories > Donations or Purchases. Once on the “Donation Categories” or “Purchase Categories” page, you will click the Edit Category button next to the category that you need to connect a fund number to. Then enter in the Fund Number from Shepherd's Staff in the Fund ID blank and press “Save” at the bottom.

Re-arranging Columns: According to Shepherd’s Staff the columns will need to be in this order “Membernum,” “Ffundnumber,” “Fdate,” and “Famount.” Then you will need to delete the fcomment column add an additional column at the end named “Fcheck_number.” This column is listed in the example export we have for Shepherd’s staff but we are not sure if it will need anything entered in it to import.

Once the Member and Fund Numbers are saved, you will go to Reporting > All Transactions and use the Search tools to choose the dates you’d like to export. You’ll use the Export option to save your Shepherd’s Staff file to the computer. From here, you’ll need to follow the Shepherd’s Staff import instructions.

SecureGive will not track what dates you have exported so we suggest that you set up a schedule for exporting. We also suggest that you save each file with a name that includes the export dates for easy tracking.