Your church can import basic contact information as well as custom data into Tithe.ly People by following the instructions below.

There are 2 ways to import contacts into Tithe.ly People.
1. Upload a CSV File

2. Import Tithe.ly 1.0 Contacts


🌟 Tithe.ly Tip: Before getting started, take a moment and customize your People Profile Fields to include the data you would like to be brought over when importing member information. Learn more in the article How to Customize People Fields in ChMS People.


❗ Important Note: We recommend limiting the number of contacts being imported into People to 5,000 or less.


How to Import Contacts Into Tithe.ly People Using a CSV File

Navigate to the Import Page

  • Go to the People and select the “All People” tab

  • Click Add New > Import > CSV File

Import Page

Step 1: Download Template

In Step 1, you’ll be guided to download the provided template that includes all fields in your People Profiles.

Download template

From there, click “Continue” to move to Step 2.

Step 2: Complete Template

In Step 2, you will be asked to use the provided rubric to complete the template. The rubric shows all the fields you currently have in Tithely People, the type of data that is accepted for each field, and how the data needs to be formatted for import.

Import template

Step 3: Upload and Review

Next, you will upload your completed template file.

Upload file

Click “Upload File” to begin the validation process.

Complete uploading file

While the validation process runs, you can navigate away from the Import Page. To return, simply follow the link in the confirmation email that is sent once the validation process is complete, or go back to the People page and select the “All People” tab, and click Add New > Import > CSV File and you will pick up right where you left off.

Validating your file

If any issues are detected, those will be listed so that you can make the corrections and choose to “Upload Updated File.”

Step 4: Confirm Import

Once your file has been fully validated, click “Import # Persons.”

Confirm Import

You can navigate away from the page as the import runs. You will receive an email confirming the import is complete.

Import in Progress

To navigate back to the Import Page, simply follow the link in the email, or navigate to the People page and select the “All People” tab, and click Add New > Import > CSV File and you will pick up right where you left off.

You can now “Go to All People” to view all the information that has been imported or “Import Another File.”

Import Complete

How to Import Contacts Into Tithe.ly People Using Tithe.ly 1.0 Contacts

Important Note: Leave the import page open until the import is complete, do not close the page or the import will stop.

  1. Login to your Tithe.ly Admin account.

  2. Select People from the left-hand menu.

  3. Click the "Add New" button at the top right.

  4. Click the Import button on the Contact card.

  5. A drop-down menu will appear, select CSV File or Tithe.ly 1.0.

  6. Click Start Import to import your Tithe.ly 1.0 contacts into Tithe.ly People.

    An email will be sent to the primary admin when the import process has been completed.

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