People are at the heart of everything in ChurchTrac. That's why we've made the process of importing your people into ChurchTrac really easy. You can import your people data in two different ways:
If you already have a spreadsheet of your people data, then download our spreadsheet template file and transfer your data over to that template. If you do not have data such as the birth year or email address, leave it blank.
COLUMN A: FIRST NAME (Required). If you need to add a suffix or middle initial, add it to this column (Like this: George E. or George, Jr.).
COLUMN B: LAST NAME (Required). Everyone in your database must have a unique name (You can't have two Bill Smiths). If two people share the same name, you should add something to the First Name field of both rows to distinguish between these two individuals. For example, you can add Jr., Sr., a middle initial, or even a nickname to the First Name field, allowing our import script to process and import all rows.
COLUMN C: FAMILY NAME/ASSIGNMENT (Required). The data in this column should be entered in the following format: LASTNAME, FirstName and SpouseName. We recommend that you use ALL CAPS for the LASTNAME portion of the family name. Leave off the SpouseName part if that doesn't apply. Every member of a family, including the children, should have the exact same value in the Family Name column on your spreadsheet. A person's family assignment in ChurchTrac will be made based on the value of this column.
COLUMN M: FORMAL GREETING (Recommended). This is used in Contribution statements. Example: "Mr. and Mrs. Washington"
After you've finished your spreadsheet, create a "Data Import" create a support ticket and attach your spreadsheet. Our support team will begin the Data Import process. This process takes up to 1 business day.
If you don't know how to export your data from your current church software, don't sweat it! We can access your database and do all this for you. We offer this service for free, even if you're still using a trial of ChurchTrac. For us to do this, create a support ticket, and provide the following:
Once you've started this process, our import team will begin to work with you one-on-one to get all of your people data into ChurchTrac as quickly as possible. Remember, if you have any questions or need help, please ask! A member of our team can work with you throughout the import process to ensure all your questions are answered.
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