Importing and Adding Names
There are multiple ways to import/add your people into ChurchTrac. This article covers the 3 main ways along with importing FAQS.
- Using Add My Family
- Importing From Another Church Software
- Importing From a Spreadsheet
- Importing FAQS
Using Add My Family
Members can upload their information into your database from their smartphone or computer by using the Add My Family QR code and link.
If you're building your church database from scratch, or your current database is full of outdated people information, this approach may be ideal.
Add My Family can also be used to update information on individuals and families that are already in the People Screen (your church database). Learn more about Add My Family ›
Importing From Another Church Software
If you are using another cloud-based church software, our team can export your people data from it into ChurchTrac. To do this, create a Support Ticket and provide our import team with the following:
- The provider name
- Your login credentials
- Your password
Alternatively, if you’d prefer to export the data yourself, here are step-by-step instructions for exporting people data from several popular Church Management platforms:
- Importing from Planning Center
- Importing from Realm
- Importing from Church Windows
- Importing from Shelby
- Importing from Power Church
- Importing from Servant Keeper
- Importing from Tithely
- Importing from Breeze
Send it to us and we'll take care of the rest!
Importing From a Spreadsheet
Want to import from a spreadsheet? Just send us the spreadsheet you already have, and we’ll take a look to see if we can import your data as-is. Here’s what we’re looking for:
One row for each person with a column for First Name, a column for Last Name, and a column to show the family (either a family name or household ID).
You can include any fields from the People screen in your spreadsheet, just place each type of information (such as phone number, birthday, or address, etc.) in its own column. We can import all kinds of details for each person or family.
Importing FAQS
Your first import is free in ChurchTrac. We recommend submitting a data import to our team when you have all the people's information that you need to be imported.
Yes! We recommend having us import your data on a trial, as it gives you a better idea on how ChurchTrac can help your ministry.
To import giving data for your people, see our Importing Contributions article.