Do you have a lot of people in your current or previous software you have been using and are feeling overwhelmed how you will get all these names entered into Connection Card Pro? We make it easy to import those people into Connection Card Pro taking only a few hours compared to a few months or more! If you can export and save those contacts into a CSV (Comma Separated Values) only format this CSV file can then be imported into Connection Card Pro. Most spreadsheet and database software include CSV as a “Save As” or “Export” option, including Microsoft Excel.
Step 1: Export your contacts from your previous platform to a CSV file.
We recommend going through this csv document first to clean out, removing unnecessary columns/information that is not needed to make the import easier and faster. Make sure to have headings in the top row for each field of information. Also, look for duplicates and combine those first for a faster import!
Step 2: Import this csv file into Connection Card Pro
From the menu: People > People Settings > Import Persons
Select your CSV File to import.
Column Headers - Choose “First Row Headers” if your first row of your CSV spreadsheet contains the column names, or choose “No Headers” if there are no first row headers on the CSV spreadsheet you are importing.
Chose how you want to import duplicates – you can either have the system automatically consolidate exact matches and be prompted on any close matches so you can verify if same person or not, or you can choose to be promoted on all duplicates and close matches.
Organization-wide Classification – Choose how you want the Classification for the persons being imported assigned. Use “Based on CSV” to match a field (selected in the next step) to the assigned classification. Any persons which can’t be identified will be classified as the default classification.
Assign to Group if all of these individuals are to be assigned to the same department/division, or if you would like them to be unassigned choose Entire Organization/None. For example, if they are all children and would all go into the Children’s Ministry, chose that, or if all youth for the Youth Group, you can chose Youth, or you can chose Entire Organization/Unassigned if it is a wide range of people and ages
Upload File to continue to next page.
On the next page you will Assign Fields:
The first row of each column will be displayed so that you can assign each column to a specific field. Some fields have been guessed, and need to be checked for accuracy.
Example: You will see a few rows of First Names, verify if these are First Names, if they are, confirm that the Import Column to shows "First Name Only", if it does not, select that option from the dropdown.
Continue through these fields matching to the column they are to be imported to in your People Profiles.
For Dates, such as Birthdates, select from the Import Column dropdown menu the format your date is showing in.
o For Dates, such as First Attendance, select from the Import Column dropdown menu under Other Info “First Attendance along with the format your date is showing.
For addresses, if you choose Mailing Address for lines 1 and 2, make sure you also choose Mailing City, State, etc. so they are all consistent for Mailing rather than home address.
If the field is a custom field that is not showing in the dropdown, choose “New Custom Field” to create, then choose that new custom field from the drop-down menu (sometimes this will then appear automatically on that line for you).
If any records show same info for a person already in, choose if want to consolidate them together, or keep separate.
Click on Next Step - This step may take a while to load as it is already starting to import these contacts into your system, wait until it is complete before pressing any buttons.
Assign Relationships:
Choose any spouse relationships for those being imported, if applicable.
Click Save Relationships.
Choose any child/parents relationships for those being imported, if applicable.
Click Save Relationships
You have completed your Import!
If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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