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Easily Upload Users with CSV

Oct 15, 2014 9:00:00 AM

We’re always listening to our customers’ feedback, and a lot of people have askedk for an easier way to invite people to become users. We will be continually improving that process, but we just added the ability to upload a CSV file that should greatly decrease the time it takes to invite new users. Here’s how it works:

  1. Create a CSV file with the list of people. This can easily be done with any common spreadsheet software, such as Microsoft Excel©.
  2. In the first row, place the following heads exactly as shown (see image below):
    First Name     Last Name     Email
  3. Enter all the information for the people you would like to invite.
    Church360 Unite CSV

  4. Save the file as a .csv file (comma-separated values).
  5. To download a free template: http://bit.ly/360UniteCSVTemplate
  6. In Church360° Unite, go to Members, and click "Add People."
  7. Click "Import from CSV." The names and email addresses will populate.
  8. Click "Invite"!
    Church360 Unite CSV

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Peter Frank

Written by Peter Frank

Peter Frank is full-time student at Concordia Seminary who also serves part-time at Concordia Publishing House as the Digital Product Owner. His responsibilities include leading Concordia Technology Solutions (CTS), the church management software division. A graduate of Concordia University Wisconsin, his background in theology, business, and technology gives him a unique perspective on technology in the church. He is married and the father of two young children.