People records are the foundation for most ChurchTrakr features. You can add a few people individually or import an existing list when you are ready to bring over a larger group.
Add one person
- Go to People.
- Select the option to add a person.
- Enter the person’s basic information.
- Save the record.
See Add a Person to ChurchTrakr for complete instructions.
Import an existing list
If your church already has people data in a spreadsheet or another system, prepare a CSV file and use the import process. Review the file carefully before importing so fields such as names, email addresses, phone numbers, and addresses map correctly.
See Import People to ChurchTrakr for complete instructions.
Review your results
After adding or importing people, search for several records and verify that the information appears where you expect. Correcting mapping or formatting issues early makes the rest of your setup easier.