All guides/People/Church admin · 7 min

Import people

A spreadsheet of the church, mapped once. Sample rows are not an import.

People → Import walks a CSV into the directory. Use it for the church you already have. It will not pull ten years of Planning Center or Breeze giving history to the penny — that is a documented wait, not a hidden button.

  1. 01

    Prepare the file

    One row per person. Names and at least one of email or phone make later matching possible. Age category and household columns save a week of cleanup if you have them.

  2. 02

    Map columns and run

    On Import, upload, map each column to a Disciplo field, then run. Review the result. Duplicates that survive the import are a job on People → Duplicates, not a reason to import again.

Related guides