š¬ Watch the 30-second video: People: How to import your members
This guide shows you how to bring your members into Gracely from a CSV or Excel file using the Import people wizard.
Before you start
Have a CSV or Excel (.xlsx) file of your people ready.
Each row needs a name ā a Full Name, or First Name / Last Name / Middle Name. At least one name field is required.
Adding an Email column is strongly recommended so members can log in and so giving can be matched to them later.
Open the wizard
In Gracely, go to People.
Click the arrow next to Create new and choose Import people.
š Log in to Gracely to follow along.
On the People page, open the arrow next to Create new and choose ā Import people.
Step 1: Upload your file
Under Prepare your file, confirm you're using a CSV or Excel file.
Under Upload your file, click Click to upload or drag and drop and select your .csv or .xlsx file.
Click Next.
ā Click to upload or drag and drop your .csv or .xlsx file. Once it's chosen, its name shows here and the link reads Change file. ā” Next.
ā ļø Note: If you upload an unsupported file type, Gracely will tell you ā only CSV and Excel files are accepted.
Step 2: Map your columns
Gracely auto-matches your file's columns to its own fields and shows how many members will be added.
For each row in the mapping table:
Include ā tick the checkbox for columns you want to import.
Your column ā the header from your file.
Gracely's column ā pick the matching Gracely field from the dropdown.
Gracely's people fields include: Full Name, First Name, Last Name, Middle Name, Primary Phone, Email, Primary Address, City, State, ZIP Code, Gender, Spoken Language, Education, Occupation, Marital Status, Membership Type, Birthday, Profile Image, Joined At, and Created At.
A green arrow means a column is included and mapped. A red icon means an included column still needs a Gracely field. Only selected and matched columns are imported.
ā Include ā” Your column ā¢ Gracely's column, matched automatically where Gracely recognises the header. ā£ A red icon means an included column has no Gracely field yet: ā¤ pick one from the dropdown (here, Member Since ā Joined At).
ā Untick a column to leave it out; an orange icon marks it as skipped. ā” How many members this import will add. ā¢ Continue starts the import straight away.
ā ļø Note: You must map at least one name field (Full Name, First Name, Last Name, or Middle Name). The Continue button stays disabled until required mappings are set.
When everything looks right, click Continue. Gracely imports your people and confirms when it's done.
After importing
Open People and spot-check a few records.
Add or fix any details that didn't come through.
If you also have giving to bring over, see Importing giving history into Gracely (step-by-step).
Troubleshooting
Continue button is disabled: make sure at least one name column is mapped, at least one column is included, and every included column has a Gracely field selected.
Wrong file type: export again as CSV or Excel (.xlsx) and re-upload.
Duplicate-looking people: check your file for repeated rows before importing (see Preparing your data before importing).
Still need help? Start a chat with us, or email [email protected].