Data Import

We can import your church directory information from source files you may have for an extra fee. Below is an outline of what this service offering is and what is needed.

Expectations

We can import your core directory information from almost any file, provided the data is in a logical format.

✅ What this import is and what we do:

• A one-time, core directory data transfer to Church Directory.

• Imported from a CSV or PDF file with logical formatting.

• Dependent on the required fields being in place.

• Only as good as the data provided.

🚫 There are some things we cannot do:

• We cannot source data that is spread out across multiple files.

• We cannot piecemeal the import into Church Directory over time.

• We cannot import extra information from other sources such as involvement areas, attendance records, special groups, calendars, etc.

We do our best to get you up and running quickly!

If you'd like other information imported, we can look at doing that for an extra, one-time cost, depending on the information you desire to be imported.

Exporting Your Current Data

When exporting your data from other church management system, please export with as much information as possible. The more information that is available, then the more data that will be available in Church Directory.

Critically important, certain specific fields are required for a quality data import.

Required Fields

• Family ID - some identifier that links family units together

• Family Role - an identifier that indicates who is the "head of household", "spouse" and "child", at a minimum.

• Gender

Preferred Optional Fields

• Preferred First Name

• Email

• Baptism Status

• Date of Baptism

• Allergies

Once you have your data file ready, please request a file upload link to securely send member data to Church Directory.

A sample export file is available on request.

Photos

Family or directory photos can only be imported if they are provided as URLs to publicly accessible images.

Images embedded in an Excel file or provided in a folder or zip file as separate data cannot be imported.