Keeping your church's member database organized is essential for effective management. In Gracely, you can easily upload and manage your people in just a few steps. Follow this guide to import your people seamlessly.
Step 1: Navigate to People Management
Log in to your Gracely account.
Click on the People tab from the left-hand menu.
Click on the Import People button.
Step 2: Upload Your File
Click click to upload and choose your file.
Supported formats: Excel (.xlsx) or CSV (.csv)
Click Next to proceed.
Step 3: Match Your Fields
Gracely will automatically attempt to match your file’s columns with the system’s fields.
Review the field mapping and adjust any mismatches if needed.
Ensure that key fields such as First Name, Last Name, and Email (if applicable) are correctly assigned.
Step 4: Confirm & Import
Once all fields are correctly matched, click Upload to start the process.
The system will import your people and notify you when it’s completed.
You are ready!
Troubleshooting
Error messages? Ensure your file is in the correct format (.xlsx or .csv) and contains valid data.
Issues with formatting? Check that column headers are correctly labeled in your file.
By following these steps, you’ll have your people imported into Gracely in no time. If you need further assistance, contact our support team!