After you can sign in
People spreadsheet
After you can sign in, open Admin, then People, then Import CSV. Download the template first.
Template columns, in order: first_name, last_name, household, email, phone, status.
If you export from Planning Center People
Planning Center is a product you may already use. It is not the name of this app. This page is a column map, not a perfect importer.
In Planning Center, export people as CSV. Copy those columns into our template names:
- First Name → first_name
- Last Name → last_name
- Household Name → household
- Email → email
- Mobile or Phone Number → phone
- Membership or Status → status (Member becomes voting_member, Visitor becomes guest)
A re-run will not create a second row for the same email, or for the same first name, last name, and household when there is no email.