Data Management

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Importing Member and Activity Data in Pear Suite

Pear Suite allows organizations to import member data and activity records directly into the platform. This is essential for streamlining...

March 4th, 2026 134 views 0 likes
Auto-Actions for Bulk Imported Activities

Automated activity imports in Pear Suite allow organizations to trigger the same powerful automations used in manual visits, such as...

March 4th, 2026 84 views 0 likes
Exporting Data

This article explains how to create, configure, and run export templates within the Pear Suite Platform. These templates allow organizations...

March 2nd, 2026 291 views 0 likes
Supported Fields for Data Exports

When exporting data from Pear Suite, you can include a wide range of fields across members, users, and organization-level information....

May 5th, 2026 32 views 0 likes
Member and Activity Import - Billing-Only Teams

This guide is specifically designed for billing-only subcontractor Community Health Worker (CHW) organizations. If your team does not use Pear...

March 4th, 2026 238 views 0 likes

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