How do I import church data?

Data Import saves your staff from retyping records that already exist somewhere else, which is usually the biggest obstacle to getting a church fully moved into a new system. Uploading a CSV brings in people and other records in one pass, and the validation step catches problems before anything is saved. Use it when you are migrating from another platform, adding a batch of new households, or merging in a list from a spreadsheet.

Start at More > Admin Tools, then open Data Import. The required permission may be needed before this tile appears.

Admin Tools

Steps

1. Tap More in the bottom navigation.
2. Tap Admin Tools under Administration.
3. Tap Network & System, then tap Data Import. You can also enter Data Import in Search Admin Tools.
4. Choose the type of data you want to import.
5. Upload the requested CSV, review validation results, then confirm the import.

If the tile or an action is missing, ask a network administrator to review your permissions.