If your church already has a spreadsheet or exported people list, importing can be faster than entering every person manually.
Before you import
Review your source file and remove records you do not want to bring into ChurchTrakr. Use clear column headings and keep one person on each row.
Common columns include first name, last name, email address, mobile phone, street address, city, state, ZIP code, birthday, and membership status.
Start the import
- Open People.
- Select Import.
- Choose your file.
- Match each file column to the correct ChurchTrakr field.
- Review the preview carefully.
- Complete the import when the mappings are correct.
Review the results
After the import, search for several people and confirm that their names and contact information are correct. Review any records that were skipped or could not be imported.
Families and duplicate records
An import may not automatically establish every family relationship. Review households after importing and combine or correct duplicate records before your staff begins sending communications.
Import in a small test first
When possible, test with a small group of records before importing your complete list. This helps you confirm the file format and field mappings.
Screenshot suggestion: Add images of the upload, field-mapping, and import-preview steps here.