how to upload members list - knights of columbus...

STEP 1

Extract Members List

U Knight Putting the power of the Web to work for Knights of Columbus

This takes you to the LOGIN page, where you enter your log in information. On the following page click on the box close to the top labeled “Member Management”.

The members list is essential to many UKNIGHT functions. Council Financial Secretaries should perform STEP 1 of this procedure after making changes to their council members’ information in the KofC.org’s “Officers” feature. STEP 2 of this procedure may only be performed by Financial Secretaries or Grand Knights.

This procedure is accomplished by performing two steps:

STEP 1 - Extract Members List from KofC.org Officers feature

STEP 2 - Upload Members List for your UKNIGHT Council site

how to UPLOAD MEMBERS LIST

The first step in uploading your council’s membership list is to extract it from the OFFICERS fea-ture on the KofC.org site. To do this:

Go to www.KofC.org and click on OFFICERS under the blue SIGN IN box.



STEP 1


(cont’d)

The next page has navigation across the top. Click on the box labeled “Print Center-MM”.

On the “Print Center-MM” page click the “Data Extract Tool” selection on the left side menu.

The following page pops up. Click on the “LIVE” button to proceed.



STEP 1


(cont’d)

Then click the “Website Support” selection on the left side menu.

In the “Select the member records to be extracted:” section be sure to select “All Records”, as the UKnight Member List upload will remove all deceased and inactive members from its list. After selecting “All Records”, click on the “Get Extract” button on the bottom right of this page.



STEP 1


(cont’d)

You should now see the dialog box titled “Reporting Service” pop up. Click the “Click here to open” link.

Next, follow the instructions for the Browser you are using to continue the process. Instructions are presented for the following browsers on the pages that follow: INTERNET EXPLORER FIREFOX GOOGLE CHROME SAFARI

FOR INTERNET EXPLORER USERS

The Open and Save options will appear at the bottom of your window. DO NOT OPEN THE FILE and then save it, as this will remove special formatting and result in an unusable file. Click the DOWN ARROW next to the “Save” option.

Next, click the “Save as” option in the popup menu.

The “Save As” dialog box appears. Select the location where you wish to save this file. Make sure you remember where you saved it. Select “CSV (Comma delimited) (*.csv)” in the “Save as type:” dropdown. Enter the file’s name in the “File name:” box. The name will default to “WebsiteSupportExtract.csv” but it is best to give it a date that makes it separate from any of the files you download later to update your web site. You could name it “Extract-cccc-mm-dd-yyyy.csv” without the quotes (where cccc is your Council #, followed by the date). That way you know when your last update was performed. You should use what you are comfort-able with so you always know what that file is. Click the “Save” button. You have now finished extracting your Council’s Member List. When the file has been saved, you are finished with the KofC.org site. You should now proceed to STEP 2 (page 9 in this document).

STEP 1


(cont’d)





STEP 1


(cont’d)

FOR FIREFOX USERS You should now see the dialog box titled “Opening WebsiteSupportExtract.csv” pop up. DO NOT OPEN THE FILE and then save it, as this will remove special formatting and result in an unusable file. Select the “Save File” option. Then click the “OK” button. The “Save As” dialog box appears Select the location where you wish to save this file. Make sure you remember where you saved it. Select “CSV (Comma delimited) (*.csv)” in the “Save as type:” dropdown. Enter the file’s name in the “File name:” box. The name will default to “WebsiteSupportExtract.csv” but it is best to give it a date that makes it separate from any of the files you download later to update your web site. You could name it “Extract-cccc-mm-dd-yyyy.csv” without the quotes (where cccc is your Council #, followed by the date). That way you know when your last update was performed. You should use what you are comfort-able with so you always know what that file is. Click the “Save” button. You have now finished extracting your Council’s Member List. When the file has been saved, you are finished with the KofC.org site. You should now proceed to STEP 2 (page 9 in this document).



STEP 1


(cont’d)

FOR GOOGLE CHROME USERS You should now see the download bar at the bottom of the screen, which indicates that the file has been saved to your downloads folder. DO NOT OPEN THE FILE and then save it, as this will remove special formatting and result in an unusable file.

Click on the “Show all downloads” button. The Downloads tab opens and displays the “WebsiteSupportExtract.csv” file in the list of down-loads. Click on the “Show in folder” link to see where the file was saved.

The Windows Explorer window will pop up. The location of the CSV file is shown here. You have now finished extract-ing your Council’s Member List. When the file has been saved, you are finished with the



STEP 1


(cont’d)

FOR SAFARI USERS You should now see the dialog box pop up that asks if you want to open or save the “WebsiteSupportExtract.csv” file. Click the “Save” button. Do not open the file to save it, because this will remove the special formatting that is pre-served by the Save operation. The Downloads window will pop up, showing the CSV file. Click on the magnifier icon to see where the file was saved on your computer. The Windows Explorer window will pop up. The location of the CSV file is shown here. You have now finished extracting your Council’s Member List. When the file has been saved, you are finished with the KofC.org site. You should now proceed to STEP 2 (page 9 in this document).



The COUNCIL MEMBERS LIST Log In will appear. Enter your member number and pass code (birth date), then click the Submit button

Enter http://KofCKnights.org?CNO= in your web browser’s address window, followed by your council number. For example, if your council number were 1234, you would key in:

This will take you to the UKNIGHT home page.

STEP 2

Upload Members List

Click the MEMBERS LIST link.



Clicking the UPLOAD CURRENT LIST button will open the window shown here.

Once you have selected the CSV file, click the UPLOAD bar to send the file to the UKNIGHT serv-er. The upload process could take several minutes, so please be patient.

When the upload is completed, a page will appear (within 10 seconds to a few minutes, depend-ing on the size of your council) showing how many members have been loaded into the system. To finish, click the CLOSE THIS WINDOW link to return to your Council Members List.

Click the BROWSE button to find the CSV file you saved on your hard drive in the previous step.

STEP 2

Upload Members List

(cont’d)

The COUNCIL MEMBERS LIST will appear. Click the UPLOAD MEMBER LIST button.

how to upload members list - knights of columbus...

Documents