With the structure you have developed so far, you are now able to import the personal data of the people in your congregation. There are two ways to do this: If you have the data in Optigem, DaviP or another ChurchTools system, then you can easily do this via our Sync module. Or you can import your personal data as a CSV file.
Importing persons via our Sync #
With our Sync module, you can connect your ChurchTools system to any number of other systems to exchange data between them. You decide which data, from which people and when the data is synchronized. You can find out exactly how to do this in our sync help pages.
Import via a CSV file #
CSV (Comma-Separated Values) is a file format that can be read by ChurchTools. Many systems support the export to this format so that data can be transferred from existing systems in this way.
If you have the data as a list in Excel format, this also works well, as Excel allows you to save the table data in CSV format.
Import persons per person status, campus and department #
Preparing the CSV file(s) #
If you import external data into ChurchTools, you must of course tell ChurchTools exactly what the information is and it must be readable for ChurchTools. In ChurchTools, information is saved as text or data. You can find out how to do this in detail in our instructions for preparing the CSV file.
Import person data #
Once you have prepared the data, upload the file(s) to ChurchTools and use them to create the data records for the persons in your congregation, which you can then continue to work with. In our instructions for Importing the person data you can find out exactly how to do this.
Help #
Our service team is there to help you if you can’t or don’t want to do it yourself. Write to us and let us help you.
Next step #
Once all the persons have been imported, the next step is to map your congregation organization chart in ChurchTools.
Once you have imported all the persons and created groups according to your congregation structure, you can fill the groups with life by adding persons to them.
You can find out exactly how to do this in our guide Adding people to groups.