How To Import Data

After you have exported the MLS data, you should have four files:

Membership.csv
Organization.csv
HomeTeaching.csv
VisitingTeaching.csv

Now you need to get those four files onto your computer that has MIS2PALM installed, usually this is the same computer where you have installed the Palm Desktop.

Processing the Data

Step 1: Run MIS2PALM

Step 2: Select the data file location
- Browse to folder where Membership.csv is located and select it.

Step 3: Under Address List - Click Edit options
- I suggest using vCard format
- Default output file path is fine.
- Select output options as needed

Step 4: Under Member Reports - Click Edit options
- Default output file path is fine.
- Select output options as needed

Step 5: (optional) Call History - Click Edit options
- Probably can skip this for now.
- Call history is where MIS2PALM tracks what callings have been held by who for how long.

Step 6: Under Address List - Click Generate
- This creates MIS2PALM.vcf

Step 7: Under Member Reports - Click Generate
- This creates MemberReports.csv

Step 8: Close MIS2PALM

Importing the Address Data

Step 1: Run the Palm Desktop software. Select the Address or Contacts tab and a category to import the data into. (You might want to create a new category like ‘Ward Members’.) If the category already exists, you will need to delete all existing records so you don’t get duplicates when you import the new ward data. It is easiest to delete the records from within the Palm Desktop.

Step 2: Select File | Import from the menu. For "Files of type:", select "vCard File (*.vcf)". Then browse for MIS2PALM.vcf and press "Import".

Step 3: Now HotSync. The data from the file will be synced into your Address Book.

Importing the Member Reports Data

Step 1: Run the Palm Desktop software. Select the Memo tab and a category to import the data into. (You might want to create a new category like ‘Ward Callings’.) If the category already exists, you will need to delete all existing records so you don’t get duplicates when you import the new ward data. It is easiest to delete the records from within the Palm Desktop.

Step 2: Select File | Import from the menu. For "Files of type:", select "Comma Separated (*.csv;*.txt)". Then browse for MemberReports.csv and press "Import".

Step 3: Line up the Palm Memo field names with the fields in the file being imported. The first record of the import file shows the field names to make it easier to match them up. Un-check the fields that are not being imported or used. You can scan forward or backward through the records to see if everything matches up correctly. The Memo fields should line up and the Private field. If the Private field is checked for importing, all records will be marked private.

Step 4: Press OK

Step 5: Now HotSync. The data from the file will be synced into your Memos.

Last updated: 26 Oct 2006