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Importing People and Data into your Account
Importing your People is the First Thing you will want to do as you get started with Faith Teams.
If you have a spreadsheet or CSV file from a different software, you can import your people and data into your Faith Teams account.
Below are instructions if you want to attempt the import yourself. Sometimes, this process can be tricky. If you have trouble, please let us know and our team will be glad to help at no cost.
First, you need to prepare/arrange your data for importing.
- Download our Guide to arranging your data HERE.
- Download our Import Template HERE.
- Copy and Paste your data into our Import Template. Edit your data and Add as much data as you can. This is the easiest way to start with a good clean database.
- Once you have arranged your data into the template, save it to your computer.
Next, once your data is ready on our template spreadsheet, you can import your data into your Faith Teams account.
- Click on the “Tools & Admin” tab in the menu.
- Click “Import/Export”.
- Click “Import People”.
- Locate the Saved Template with your people and data.
- Your people and data should be imported.