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

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If you're building your church database from scratch, or your current database is full of outdated people information, this approach may be ideal.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

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:

Send it to us and we'll take care of the rest!

Importing From a Spreadsheet

You can import your people from a CSV or Excel spreadsheet in two ways:

  • Import it yourself. On the People screen, open the "Add" menu and choose "Import Spreadsheet." You'll upload your file, match your columns to ChurchTrac fields, and review the results.
  • Let our team import it for you. Prepare your spreadsheet and send it to us through a Support Ticket. We'll import it and let you know when it's done.

Either way, your spreadsheet needs one row for each person, with a column for First Name, a column for Last Name, and a column showing the family (either a family name or household ID). You can include any fields from the People screen, as long as each type of information (phone number, birthday, address, etc.) is in its own column. Learn more about Importing From a Spreadsheet ›

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's 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.