In this article, we will cover how to import groups into Tithely People. Groups are crucial in organizing your members, tracking small groups, and facilitating targeted communication through Tithely Messaging. Learn how to efficiently import groups and leverage this valuable feature to streamline church management and enhance member engagement.
How to Import Groups
- Log into Tithely as an Admin.
- Select People.
- Select + Add New.
- Select Import.
- Select CSV File.
- Select Download Template.
Note: If you have already downloaded and filled out a template select Step 3 to skip ahead. - Select Continue.
- Use the Rubric on Step 2 to fill out and customize your CSV File.
Note: Be sure to add your groups column in this step. - Select Continue.
- Upload your completed CSV File.
- Drag your file onto the screen or select the box to choose a file to upload.
- Select Upload File.
- Select Import _ Person(s).
- Select to Go to All People or Import Another File.
Tithely Tip
If you do not have a spreadsheet editor on your computer, you can use Google Sheets for free. Remember to resave your file as a CSV before importing back into Tithely.