Figure 52: The Import menu.

The Import Menu provides tools for bringing congregation, publisher, and speaker information into Meeting Schedule Assistant from supported external sources.

Importing provides a way to populate or update databases using existing information from other applications.

Congregation Importers

Imports congregation information such as congregation details, meeting information, and other supported fields.

Available importers:

See the full overview: Congregation Importers 

Publisher Importers

Imports publisher information from supported applications. Depending on the source, this may include roles, notes, assignment eligibility, and other optional fields.

Available importers:

See the full overview: Publisher Importers

Speaker Importers

Imports public speakers and related information from supported applications.

Available importers:

See the full overview: Speaker Importers 

Import Notes

Each importer is designed for a specific application or file format. Required fields vary depending on the source, and each importer has its own dedicated help topic.

Handling Existing Publisher Data

Some publisher importers will ask how you want to handle your existing publisher database before importing.

Confirmation dialog titled ‘Import Publishers from NWS Desktop’ showing options to reset or merge the Publishers Database, with a reminder that Assignment History databases will also be reset.

Figure 53: Reset or merge the Publishers Database before importing.

Option

What It Does

When to Use It

Yes — Reset Database

Removes all publishers, memo fields, group assignments, assignment eligibility settings, and resets assignment history databases before importing.

Use when you want a completely fresh publisher list from the import file.

No — Merge

Preserves existing publishers and assignment history while adding or updating records from the import file.

Use when you want to add or update publishers without losing your current list.

Cancel

Stops the import with no changes.

Use if you selected the wrong file or want to review your data first.

This prompt appears only for importers that modify the Publishers Database.

How the Import Process Works

Although each importer has its own details, the general workflow is the same:

  1. Choose the import source
  2. Select the CSV or export file
  3. Map any optional memo fields (if supported)
  4. Review the summary
  5. Complete the import

After the import finishes, a summary is displayed showing how many items were added, updated, or skipped.

Related Topics

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