msa import menu - ajtruckle/meeting-schedule-assistant-support GitHub Wiki

Import Menu

The Import menu provides tools for bringing congregation, publisher, and speaker information into Meeting Schedule Assistant from a variety of external sources. These options help you migrate data, coordinate with other congregations, and keep your records consistent across different applications.

Importing does not replace the normal use of the Congregations or Publishers databases. Instead, it provides a quick way to populate or update them using information you already have.

What You Can Import

The Import menu is organised into three groups:

Congregations

See the full overview: Congregation Importers 

Used to import basic congregation information such as the congregation name, meeting details, and talk coordinator. Some importers can also populate memo fields.

Available importers:

Publishers

See the full overview: Publisher Importers 

Used to import publisher lists from supported applications. Depending on the source, this may include roles, notes, assignment eligibility, and other optional fields.

Available importers:

Speakers

See the full overview: Speaker Importers 

Used to import public speakers and the outlines they can give. Some importers also include notes or privilege information.

Available importers:

Each importer is designed for a specific application or file format. The required fields vary depending on the source, and each importer has its own dedicated help page with full details.

Other Importers

Two additional publisher importers — CLM Explorer and Assignment History — are available only from within the Publishers Database window. Their help topics are titled Importing Data from CLM Explorer  and Generic Importing . These importers do not appear in the main Import menu.

Why You Might Import Congregations

Importing congregations is useful when:

  • You are setting up Meeting Schedule Assistant for the first time
  • You are migrating from another scheduling application
  • You receive congregation lists from neighbouring congregations
  • You want to keep your congregation and speaker databases aligned
  • You need to add multiple congregations quickly without entering them manually

Some importers can automatically create congregations if they do not already exist. This is especially helpful when importing speakers, as speakers must belong to a congregation.

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 1: 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.

Not all steps apply to every importer; each importer’s help page explains its specific workflow.