Importing People using CSV files
If you have a CSV file with people you'd like to import, the Site Administrators can import all the people at once instead of adding each person individually.
Click CSV Import
Select Browse to find your file.
Find file, click Open.
Select file from your computer, then click Open.
Select Next
Identify Columns
To the left you will see the columns from your CSV file. You'll need to match these columns to what should be used in Planning Center. If you put Not Used next to a column, then the information from that column in your CSV file will not be imported into PCO. In this case, my CSV file has a lot of columns. I definitely won't need to use all of them. You must at least have First Name, Last Name, and Email Address in order for it to import.
Click Confirm and View Potential Changes
Create New records
If your people are already in the account, it will just choose Update Record. If this is a new person you are adding, it will choose Create New. If you have people in this CSV file that you don't need added or updated, select Ignore.
If you want these people to receive their welcome email, leave the box at the bottom checked. If you do not want them to receive it, uncheck the box. But, keep in mind that if you do that, there's not a way to mass-send the welcome emails again. You would have to go into each individual's page to send out their welcome email.
When finished click Apply Import to Database
To add an individual, see our lesson by clicking here