Import contacts from a spreadsheet

If you already keep your members in a spreadsheet or another system, you can import them all at once instead of typing each person in.

1. Download a template

Go to People > Contacts, select Add Contact > Import Contacts, and download a template:

• Excel Template (.xlsx) has dropdowns, checks and sample rows. Best if you are starting fresh.
• CSV Template (.csv) suits exporting from another system.

Keep the column headings exactly as they are in the template.

2. Fill in your contacts

Four columns are required: First Name, Last Name, Gender and Membership Status. The rest are optional.

Some columns only accept certain values:

Column	Accepted values
Gender	Male, Female
Membership Status	Visitor, First Timer, Member
Marital Status	Single, Married, Divorced, Widowed

• Dates must be written as year-month-day, for example 1990-05-12.
• Phone numbers should start with the country code, for example +447123456789 for a UK mobile.

3. Upload and review

1. Drag your file onto the page, or select Browse Files. Files can be .csv or .xlsx, up to 50 MB.
2. Select Upload Contact File.
3. The Review & Validation screen shows how many rows are valid and how many have errors. Rows with problems are highlighted in red, with the reason.
4. Fix errors straight in the table. You do not need to go back to your spreadsheet.

4. Import

When you are happy, select Import N Contacts and confirm. Only valid rows are imported, so anything still showing an error is left out.

The free plan holds up to 150 people. If a file would take you past that, nothing is imported and ChurchStack tells you how many places are left. Upgrade to Pro, or import a smaller file. See Plans and billing.