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 Help Topics / Getting Started & FAQs / Importing and Adding Names

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.

Add my family in ChurchTrac ChMS

If you're building your church database from scratch, or your current database is full of outdated people information, this approach may be ideal.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

We will take care of the rest!

Importing From a Spreadsheet

We've included a spreadsheet template file that you can open in Excel, Numbers, or your favorite spreadsheet application. We recommend that you use this template as a starting point or reference. If you already have a spreadsheet that contains the data you wish to import, you can use our template to guide you. Learn more about Importing From a Spreadsheet ›

You can export your member data to a spreadsheet and send that to our import team in a support ticket.

Below are links to step-by-step instructions for how to properly export people information from other 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

Importing FAQS

Is importing people data free?

Your first import is free in ChurchTrac. We recommend submitting a data import to our team when you have all the people information that you need to be imported.

Can I import my data even if I'm on a trial?

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.

Can you import individual giving data?

To import giving data for your people, see our Importing Contributions article.

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