Export a complete file in Heredis format

You export your data for exchange. To exchange with other users of the same version of Heredis as you, use Heredis export.

If you wish to exchange data with someone who has an older version of Heredis or another software, you will need to export in GEDCOM format.

See the articles What is a GEDCOM, Export a complete file in GEDCOM format and Export a branch in GEDCOM format.

In a Heredis export, you can select the data to be exported: exclude confidential persons, restrict to one branch or exclude living persons.

Windows & Mac

Click on the File menu > Export > Heredis File.

(Windows) Heredis export settings window

(Mac) Heredis export settings window

• Export (Windows) Entire file or (Mac) All People

(Windows)

(Mac)

• Select the type of data to be exported (media, notes…).

(Windows) Data selection

(Mac) Data selection

(Windows) Select the persons to be included in the exported file

• Export all persons: exports all persons contained in the file.
• Exclude marked persons: persons who have been marked in their personal data tab are not exported.
• Export marked persons only: only persons who have been marked in their personal data tab and are contained in the file are exported.

• Export confidential persons, Exclude confidential persons, Export surname only (of the confidential persons), Blur all data for confidential persons, or Hide all data for confidential persons. applies the indicated treatment to individuals for whom the Confidential tag has been ticked in the personal data tab. They are exported without further specification.

• • (Windows) Check the box Exclude secondary persons ; (Mac) Untick the box Secondary Person  to avoid exporting people you have declared secondary because they are of little genealogical interest to you (children who died in infancy, unrelated persons).

Info – It is therefore possible to ignore a branch just by marking a person. There are many applications for marking persons: cutting branches, eliminating duplicates, eliminating stillborn babies, not showing people who are still alive… See the article The different data fields to find out more about tags. You can check off these labels on several persons at the same time, thanks to the smart search. See Smart search.

(Mac) Select the persons to be included in the exported file

• To prevent the export of certain types of person (marked, confidential or secondary), uncheck the corresponding boxes. See The different data fields for more information on labels.

• • To export data in part, specify your choices in the local menus.
    Confidential persons: You can export all information, or only the surnames of confidential persons, or their surnames and givennames. You can also export people by blurrying all the data. The recipient of your file will simply know that there is a person at such and his/her place in the lineage, without knowing any information about that person.
  • Persons born less than…: Choose the number of years to be taken into account for exporting contemporaries. Type a value or use the arrows to change the proposed value. To prevent the export of persons born less than… years ago, enter the value and uncheck the box.

Info – It is possible to exclude a branch from the exported file. Declare the person at the origin of this branch as a Marked person, then uncheck the Marked persons option in the export window. You can check off the labels , or on several persons at the same time thanks to the smart search. See Smart search.

Windows & Mac

• Click on Export.
• Give the new file a name and choose the location where it should be saved. Heredis offers the same folder as your genealogy file. To select another location, choose one in your file directory.
  (Mac) If your file directory is not visible, click on the display triangle (arrow) to the right of the Save as field.

Info: Search information is always exported. If you wish to exclude notes from search information, check the Private box available when editing the note and uncheck the Private data box in the export settings window.

To export a branch rather than the whole file, see Export a branch to Heredis.