Importing Contacts and Member Data into People

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

There are 2 ways to import contacts into Tithely People.

  1. Upload a CSV File
  2. Import Tithely 1.0 Contacts
 

Upload a CSV File

🌟 Tithely 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 Customize People Fields in People.


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

  1. Login to your Tithely account.
  2. Go to People and select the All People tab
  3. Click Add New.  
  4. In the Add New Person window click Import
  5. Choose the CSV File option, this will redirect you and walk you through 4 steps to import your data.2022-08-11_11-56-12.png
  6. On the next page, click the Green Download Template button. This is Step 1.
    • This will provide a template for you to use, which includes all fields in your People Profiles. (This will download from your web browser. You will want to check your download folder for this template)
    • ❗ Important Note: You must include country codes for phone numbers, otherwise the Messaging phone number field will not populate. In the Template this is column mobile_phone_country_code. For more information on Country Codes, view this chart.
  7. Once the file is downloaded click Continue to Complete Template, this is Step 2. Once you are done reviewing the requirements of each field type and ready to upload your file click Continue 
    • 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.
  8. Next, you will upload and review your completed template file, this is Step 3.
    • You can drag and drop your updated template into the box to upload or click to choose the template file.
  9. Once you have included your file and see it loaded you will need to click Upload File to begin the Validation process. 
    • 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 and click Add New > Import > CSV File and you will pick up right where you left off.
    • If any issues are detected, those will be listed so that you can make the corrections and choose to “Upload Updated File.”

  10. Click the green Import # of People button to confirm and finalize the import, This is Step 4.
    • You can navigate away from the page as the import runs. You will receive an email confirming the import is complete.
    • To navigate back to the Import Page, simply follow the link in the email, or navigate to the People page and click Add New > Import > CSV File and you will pick up right where you left off.
  11.  Once complete you can choose to “Go to All People” to view all the information that has been imported or “Import Another File.”
 

Formatting CSV Data

When formatting your csv file it is important that the file headers be kept in the original format e.g. first_name, last_name, email_address, etc. If they are move around or edited, the import will fail. 

Please see the guidelines below for how to format CSV data correctly:

  • First and last names are a required field.

  • Phone numbers can be entered with or without hyphens but must exclude the + sign in the country code.
    Examples: 19204335876 or 1-920-433-5876
    Click here for a complete list of phone country codes.

  • Gender must be fully lowercase and the 3 types of statuses that will be accepted are female, male, or the field can be left blank (which will indicate 'Not Specified').

  • Marital status must be fully lowercase and the 6 types of statuses that will be accepted are: single, married, separated, widowed, divorced, or the field can be left blank (which will indicate 'Not Specified').

  • The correct date format for date-related fields is YYYY-MM-DD. They must contain hyphens and require a two-digit month, a two-digit day, and a four-digit year.
    Example: 2020-06-01

  • The address country code field requires the country code to be two-digits, as well as upper case.
    Examples:
    United States US, Canada CA, Australia AU, Singapore SG, Japan JP, etc.
    Click here for a complete list of address country codes.

 

🌟 Tip: For date-related fields, you may need to go to your Date settings and change Language(Location) to English (Australia) in order to format correctly.

 

How to Import Contacts Using Tithely 1.0 Contacts

  1. Login to your Tithely account.
  2. Go to People and select the All People tab
  3. Click Add New.  
  4. In the Add New Person window click Import
  5. Choose the Tithely 1.0 option, this will redirect you and walk you through 4 steps to importing your data.2022-08-11_11-56-12.png
  6. Click Start Import to import your Tithely 1.0 contacts into Tithely People.
    • An email will be sent to the primary admin when the import process has been completed.
  7. Click the Close button to continue on with your tasks in Tithely! 

User Permissions needed to access People
Account Owner, Admin, or Limited Access with access granted to People. If you have additional questions, please reference this article.

 
Was this article helpful?
0 out of 0 found this helpful