Import your Output from Lorton

First, always back up your current data before importing any data from Lorton. Mistakes can happen and your data is too valuable to be damaged by a faulty disk/file. After Making a Backup, then open the program so that you are at The Initial Portal. To run the import routine, you may not have The People File open.

• From The Initial Portal of Church Windows choose either Membership or Donations
• Select Special Functions from the top Button Bar
• Click NCOA
• Choose Import CASS/NCOA file
• Click the Select File button and locate the file (most likely in your downloads folder if you cannot find it). When you locate it, click the file and click the Open button.
• Click Import to complete the installation of your output from Lorton.