Migrating Data from Servant Keeper
Servant Keeper allows you to export member and contact information for use in another system. The export steps vary depending on which version of Servant Keeper you are using.
To migrate to DonorDock, include any contact and household information you want to retain, along with the identifiers that connect individual and family records.
Servant Keeper Version 7
To export your information from Servant Keeper Version 7:
Open Groups Keeper.
Select All Individual Records.
Click Display Group.
Select Fields.
Add each field you want included in your migration.
Be sure to include Family ID.
Under Individual Records, also include:
Individual ID
Individual Number
Save your field selections.
Save the completed export as a Text File.
💡 Tip: Include all names, addresses, email addresses, phone numbers, household information, and other contact details you want to retain in DonorDock. Keeping Family ID, Individual ID, and Individual Number in the export can also help identify and connect related records during migration.
Older Versions of Servant Keeper
The exact steps may vary slightly depending on your version of Servant Keeper.
Navigate to the Groups section.
Select the group containing the records you want to export.
Select the fields and details you want included in the export.
Be sure to include Family ID.
Under Individual Records, include:
Individual ID
Individual Number
Select the Group tab at the top of the page.
Choose Export, then select CSV File.
Save the file and confirm that the file type is set to CSV.
DonorDock does not have access to Servant Keeper or control over changes to its features, terminology, or export process. This guide is provided as a general resource to help you begin your migration. If the options available in your Servant Keeper account differ from those shown here, or you need assistance exporting additional information, you may need to contact Servant Keeper for guidance.