Transfer or Export Members

JW Scheduler strongly believes your congregation and member data is your own, and you should be able to Import and Export your data as you wish. We also believe it is fair and right to allow data exchange between other scheduling programs.

Therefore, JW Scheduler supports transferring members to other congregations using JW Scheduler, and other congregations who don’t use JW Scheduler. JW Scheduler also supports exporting your data to CSV file, Timothy and Circuit Assistant.

  • Note: Timothy and Circuit Assistant are two programs used by many Circuit Overseers to help them manage data for congregations in their Circuit. We are working directly with Circuit Overseers to ensure JW Scheduler remains compatible with these programs, and we are committed to designing and updating JW Scheduler so it can be useful and helpful to our hard-working Circuit Overseers!

Transfer Members

  1. Select Members view
  2. If you want to transfer only 1 member: Select the Member you want to Transfer.
  3. If you want to transfer multiple members: Ensure no members are selected. Use the Filter and Group to list only the members you want to transfer.
    • Note: If you are transferring many members, for example because a congregation is splitting or merging, first create a new Field Service Group called “Transfer” or similar, then move these members into this group. Finally select the group “transfer” and you can now transfer all members in that “transfer” group.
  4. Click the Transfer button.
  5. Choose how to transfer the data:
    • For Congregations using JW Scheduler, click to JW Scheduler file
    • For Congregations not using JW Scheduler, click either to PDF files or to CSV files.
  6. Choose the location on your computer you want to save the transfer files.
  7. Click Save
    • Note: This data can now be emailed or sent to the new congregation.
  8. After sending the data to the other congregation, you should either Delete or Move the member. Usually you will Delete the Member. You only Move the member if they will return within 6 months. Please see How to Delete or Move members for more information.
JW Scheduler Member Transfer

Export Members to CSV

  1. Select Members
  2. Set the Member and Group Filters to display the specific members you want to Export.
  3. Click Members > Export button.
  4. Under Export, click To CSV file.
  5. Choose the location on your computer you want to save the file.
  6. Click Save

Export Members to Timothy (for Circuit Overseers)

  1. Select Members
  2. Click Members > Export button.
  3. Under Export, click To Timothy file.
  4. Choose the location on your computer you want to save the file.
  5. Click Save
    • Note: This file can then be sent to your Circuit Overseer for importing into Timothy.

Export Members to Circuit Assistant (for Circuit Overseers)

  1. Select Members view
  2. Click Members > Export button.
  3. Under Export, click To Circuit Assistant file.
  4. Choose the location on your computer you want to save the file.
  5. Click Save
    • Note: This file can then be sent to your Circuit Overseer for importing into Circuit Assistant.
JW Scheduler Member Export to CSV Timothy and Circuit Assistant File
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