How do I format my spreadsheet for importing members?
⚠️ Before getting started:
The key to a successful import is formatting your spreadsheet properly! If you have our regular Flocknote subscription, please be sure to check out the first part of this guide -- we promise it's super simple. If you also have Flocknote People (our optional add-on subscription) enabled, make sure to look through the second half of this guide for added info on importing those custom fields (address, birthday, gender, etc.) you've set up, bulk organizing by households, adding envelope numbers, etc.
Click here to download an easy + free import template! Then, read on to learn how to fill it out.
Importing members with Flocknote:
You'll need either a .csv or .xls file, and the only columns that should be on the spreadsheet include:
- Name (you can either have a separate column for first and last name, or you can keep full names in one column)
- Email address...
- ...and/or phone number.
Easy peasy - you're now ready to import! Check out the article at the bottom of the page to learn how.
Importing members with the optional add-on of:
First, you'll want to be sure that you've set up custom profile fields for your groups. Click HERE to learn how to set those up. Then, you'll need either a .csv or .xls file, and the columns that should be on the spreadsheet include:
- Name (you can either have a separate column for first and last name, or you can keep full names in one column)
- Email address...
- ...and/or phone number
+
- Any additional information (like birthday, date of baptism, occupation, t-shirt size, coffee order, mailing address...the sky is the limit!) you'd like to track using custom profile fields, each in a separate column.
- External Household ID if you want to organize by households
- Envelope number (if you want to assign those in bulk)
Also, giving data is recognized by envelope number. If you have not added envelope numbers to member profiles, you will need to format your spreadsheet with an envelope number column + an email address column to identify the number and tell the system to add that envelope number to their profile.
Since envelope numbers are shared between members of the same household, please be sure that there are no blank fields within these two columns and that the envelope numbers and the household ids match up between members of the same household.
🎉 NEW! Now you can export Flocknote IDs for each member!
Why's that important, you ask? Since the Flocknote system recognizes members by their email address and/or phone number, a member without any contact info (like children, for example) was previously hard to import and update with all the added custom field data. But now, when you export your members, we'll auto-assign each person a Flocknote ID so that you can update the spreadsheet/ add various custom fields, and then import it back in. The system will recognize the member by their Flocknote ID regardless of if they have contact info on file or not. Woohoo!