Merging Congregations
At times congregations may find themselves in a situation where they need to
merge their territories, publishers, assignment records with another congregation.
This process can be done quickly and easily from the
Import/Export page.
The merging process is especially easily if
both congregations use Territory Helper.
If one congregation
does not use Territory Helper, the process can still be done, but will require a some manual work to manipulate the donor congregation's data to
match the file structure as provided in each import's
sample template.
Start by
exporting your territories by following the
Territory Export guide.
Once complete, take the
exported file and
import it into the receiving congregation by following the
Territory Import guide.
After the territories have successfully been imported the remaining congregation data can now be imported.
Begin by
exporting the donor congregation's
publishers,
assignments and
locations from the
Excel export section of the
Import/Export page.
Once the exports are complete,
import the files into the receiving congregation's
Excel imports in the order of
1: Publishers,
2: Assignments, and finally
3: Locations.
Congratulations, the congregations are now merged!