You can import multiple people in a single process. In ChurchDesk you can do this in three ways: 

  • From a .csv file: Import people directly from a .csv file, which you have made in Excel. Pro tip: Use this template
  • Copy/paste from file: Create multiple people by copying and pasting them from e.g. a spreadsheet
  • Send file to ChurchDesk: If you need help, you can send the spreadsheet to support

You can find both of these options by going to People and click on the the 'More' button and select "Import". You can also click on the button below here:

Import as a file by clicking "From a csv. file"

When you have chosen this option you should do the following:

  • Import by using our template: To ensure that your data is imported correctly we recommend that you use our template. It will make it easier to import the information. Download the template here
  • Fill out the file and save as .csv: When you have downloaded the Excel-file, you need to fill in the information on the people you wish to import. When you save the file it must be saved as a .csv file for it to work.
  • Overwrite duplicate contacts: Ensure to consider if you wish to overwrite duplicate contacts in the system with your new information based on phone and e-mail. 
  • Click "Next" when you are ready to import the .csv file.
  • Preview: The result of the import will be shown as a preview. If there are any errors on the import you can always go back and edit the .csv-file appropriately and re-upload.
  • Click on "Import" to complete the import.

When the import is completed you will immediately be able to see your new contacts. You can start to add more information to each contact, such as tags or create new lists.  

--- OR ---

Import as a list by "Copy/Paste from a file"

The copy/paste-function makes it easy to import e-mail, first name and last name. Simply select "Copy/paste from a file".  

  • Copy / Paste: Copy e-mail, first name and last name from your spreadsheet. Ensure that the information you copy is in separate columns. Paste the text into the large field on the screen as shown above.
  • Overwrite duplicate contacts: Ensure to consider if you wish to overwrite duplicate contacts in the system with your new information based on phone and e-mail. 
  • Click "Next" when you are ready to continue.
  • Preview: The result of the import will be shown before the upload is complete. If there are any errors you can go back and correct the list.
  • Click on "Import" when you are ready to complete the import.
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