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Importing a Legacy File

  To import a Legacy File:

1. From the File tab on the Ribbon bar, choose Import > Legacy File...
2. Select the name of the Legacy file you want to import.
3. Choose the OK button.
4. Decide if you want to import the Legacy file into the current Family File or into a new Family File and choose the appropriate button.  If you choose to create a new Family File, Legacy prompts you for a file name before proceeding.  Importing into a new file also allows Legacy to use the same ID numbers that were assigned to the individuals and marriages.  If you import into a Family File with existing individuals, Legacy may not be able to retain the incoming ID numbers because they might already be in use.
5. Set or change any of the options.  Each is described below.
6. When you are ready to import, click the Start the Import button.  Legacy imports the file while displaying a progress bar.
7. When the import is complete, Legacy asks if you would like to go through the Merge process.  This procedure compares all the individuals in the Family File to see if any of them are really the same person.  This can easily happen when you import additional names into your Family File.  

Note  You can also import files into Legacy using the Import Wizard.  (See Import Wizard for more information.)

You can import one Legacy Family File into another or into a new, empty file.  When importing a Legacy Family File, you can filter the incoming records, limiting them to focus group entries or tagged records only.

Options Tab

Records to Import
  • All Records in the Entire Family File - Select this option if you want to include every individual and family in the incoming Family File.  Selecting this option causes all subsequent options to be ignored.
  • Selected Records Contained in the Focus Group - You can select specific individuals, families and entire family lines to import by placing them in a Focus Group.  (See Focus Groups for more information.)  Clicking the View / Set Focus Group... button opens the current Focus Group of the incoming Family File.
  • All Individual Records with a Certain Tag Level -  Select this option if you want to include individuals who have been tagged in the incoming Family File.  Be sure to set the tag level you want to use by using the up and down arrows.
  • All Marriage Records with a Certain Tag Level - This option imports those individuals who are part of tagged marriages.  Be sure to set the tag level you want to use by using the up and down arrows.

    Record Numbering
  • Try to keep original ID numbers  - Legacy looks for and tries to retain the original record numbers whenever possible.  The only reason they can't be used is if they are already being used by other records.)  If this option is unchecked, Legacy will still try to use the same ID numbers, but if it can't, it won't bother telling you about it.
  • Renumbering RINs and MRINs -   As you import, you can have the incoming records renumbered.  Specify the desired starting numbers.  The numbers will then be used if they are not already being used by any existing records in the family file.

    Other Options
  • Check for Valid Temple Names -   If you are importing LDS temple information, you can have Legacy check to make sure the temple names are valid.
  • Format Names and Places -   When importing new records from a different Family File, you can have all the names and places formatted to the current format settings.  This includes upper casing, initial caps or leaving alone surnames, initial caps on given names, and initial caps on locations.
  • Import General To-Do Items -   Imports To-Do items that are not assigned to individuals but are part of the family file as a whole.
  • Exclude LDS Information - Skips any LDS ordinance information that is contained in the family file you are importing.

    Privacy Options
    Privacy is of great concern when printing reports and books.  Legacy provides many options so that you can suppress and eliminate sensitive information, individuals, and marriages.  These include:

    Suppression of Living Individuals and Their Families
  • Suppress Details for Living People 
  • Exclude Living People Totally 
  • Suppress Details for Deceased Spouses of Living Individuals 
  • Suppress Details for Deceased Children of Living Individuals 
    Override Privacy Settings
  • Include Private Individuals 
  • Include Invisible Individuals 
  • Include Private Marriages 
  • Include Private Child-Parent Relationships 
  • Include [[ Private ]] Notes 
  • Include Events Marked "Private
  • Include Master Events Marked "Private

    To open the Privacy Options screen, click the Privacy Options button along the right side of the screen. Also see Privacy Settings for more information about marking individuals and marriages as private.


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