Viewing as
{{ r.label }}

{{ greeting }}

{{ roleLead }}
{{ c.kicker }}
{{ c.count }}
{{ c.label }}
{{ c.cta }}

{{ queueTitle }}

{{ queueSub }}
Open in list
{{ p.initials }}
{{ p.full }}
{{ p.queueReason }}
Email
Log note
{{ queueFoot }}

This week

{{ w.title }}
{{ w.sub }}
{{ w.when }}

Data health

{{ healthPct }}% complete
{{ h.label }} {{ h.count }}

People

{{ roleLead }}
Import
Add person
{{ c.kicker }}
{{ c.count }}
{{ c.label }}
{{ c.cta }}
Showing {{ activeCardLabel }}
All 24 people · sorted by last activity
Email this list
Export
Name
Mobile
Status
Household
Last seen
Needs
{{ p.initials }}
{{ p.name }}
{{ p.emailText }}
{{ p.phoneText }}
{{ p.status }}
{{ p.hhText }}
{{ p.activity }}
{{ n.label }}
{{ pagerTextB }}
Load more
All people
{{ person.initials }}

{{ person.full }}

“{{ person.pref }}” {{ person.status }}
{{ m.text }}
Edit
Add note
{{ t.label }}

Contact

{{ r.k }}
{{ r.v }}

Personal

{{ r.k }}
{{ r.v }}

Household

{{ r.k }}
{{ r.v }}

Custom fields

{{ r.k }}
{{ r.v }}
Nothing recorded yet. Fields defined in Settings appear here.

Activity

Add note
{{ e.badge }} by {{ e.actor }} · {{ e.when }} {{ e.date }}
{{ e.body }}
No activity recorded yet.
Add a note or log a communication to start the timeline.

{{ famName }}

Edit household
{{ famAddr }}
{{ m.initials }}
{{ m.full }}
{{ m.emailText }}
{{ m.pos }}
{{ m.ageText }}
{{ m.status }}
{{ m.activity }}
Not linked to a household yet.
Link them to one →
{{ emptyTabText }}

Needs attention

{{ n.label }}

Quick actions

Send email
Send SMS
Add to group

Tags

{{ t.name }}

Membership

{{ person.status }}
{{ joinedText }}
{{ baptismText }}

Directory

{{ hhLead }}
Export
Add person
{{ e.label }}
{{ v.label }}
Email one per household
{{ h.badge }}
{{ h.name }}
{{ h.addr }}
{{ h.countText }}
{{ h.gapText }}
{{ m.initials }}
{{ m.full }}
{{ m.emailText }}
{{ m.pos }}
{{ m.ageText }}
{{ m.status }}
{{ m.activity }}
Add someone to this family
{{ orphanCount }} people aren’t in a family yet
Mostly visitors and rows the last import couldn’t place. Address matching suggests 3 likely pairs.
{{ o.initials }}
Place them
{{ g.label }} {{ g.sub }}
{{ p.initials }}
{{ p.full }}
{{ p.emailText }}
{{ p.phoneText }}
{{ p.pos }}
{{ p.status }}
{{ t.name }}
{{ p.activity }}
{{ p.initials }}
{{ p.full }}
{{ p.hhText }}
{{ p.status }}

Import people

Nothing is written to the directory until you approve the dry run. Any import can be undone afterwards.
{{ st.n }}
{{ st.label }}
Drop a CSV or Excel file here
Whatever your old system exported. Column names don’t need to match anything.
Choose a file
What is in this file?
People Households Contributions
If an email already exists
Update that person Create a new record
members_export_2019.csv
41 rows · 14 columns · uploaded just now
Staged
We guessed at your columns
Nine of eleven look right. Anything marked amber or red is worth a glance before you continue.
Your column
First row
Maps to
Confidence
{{ m.csv }}
{{ m.sample }}
{{ m.field }}
{{ m.badge }}
Unmapped columns can be stored as custom fields instead of being thrown away.
Will import cleanly
35
rows ready to write
Blocked
4
rows missing a required field
Worth a look
2
may already be in the directory
Row
Person
What’s wrong
Fix
7
(blank), Harold
Last name is required
Edit inline
18
Nkemdi, J.
“jnkemdi@@gmail.com” is not a valid email
Edit inline
23
Delgado, Rosa
Same email as an existing member
Merge instead
3 more rows with the same problems · Show all 6
We grouped 35 people into 12 households
Matched on street address. Three groups look uncertain — expand to confirm before importing.
Review the 3
Alvarez · 4 Okafor · 2 Boateng · 2 “77 Barton Springs” · 5 — two families? No address · 6

35 people and 12 households imported

6 rows were skipped and are waiting in the error list. Nothing else in your directory was touched.
35
people added
12
households created
6
skipped
1
merged
Undo this import
Undo stays available indefinitely — it soft-deletes only the rows this batch created.
Back
{{ nextLabel }}

Possible duplicates

2 pairs found by matching email and name. Merging keeps every note, tag and giving record from both.
92% match Identical email address · same surname
Not a duplicate
Merge these two
{{ mergeA.initials }}
{{ mergeA.full }}
Created Mar 2009 · 14 notes · keeps this record
{{ mergeB.initials }}
{{ mergeB.full }}
From members_export_2019.csv · 0 notes
{{ f.label }}
{{ f.a.text }}
{{ f.b.text }}
Notes, tags, giving history and group membership from both records are always kept. The losing record is soft-deleted, not erased.
64% match Tom Whitfield · Thomas Whitfield Similar name, no shared email or phone
Compare →

Add a person

Who they are
First name *
Last name *
Goes by
Birthdate
How to reach them
Email
Mobile
Without an email they can’t be included in any bulk send. Worth asking now.
Family
Join an existing household Start a new one Not yet
Position
Status and tags
Visitor Regular Member Inactive
Cancel
Save & add another
Save person

{{ placeholderTitle }}

This module sits outside the People CRM scope.
People, households, import and merge are the ones designed here.