Imports

28 articles

Help Center Imports

If you are building your import file by hand, or your old system's export is a mess, start from a Studio template. It i...

Importing Your People

People is the import everything else depends on. Gifts, notes, check-ins, group leaders and invoice contacts all attach...

Importing Your Giving History

The giving import brings your gift history into Studio: one row per gift, matched to the person who gave it. Get this r...

Importing Recurring Gifts

Recurring donors are the hardest thing to move between platforms, because a schedule can't simply be copied: the card b...

Importing Your Invoices

The invoices import brings bills you have already raised into Studio, so your billing history, outstanding balances and...

Companies, Clients or Vendors: Which List Is Your File?

Studio keeps three separate lists of organizations, and a file of company names could belong to any of them. They are n...

Importing Companies

Companies are the organizations in your CRM: employers, sponsors, partners, member businesses. They are what a person's...

Importing Clients

Clients are the organizations you do work for. Projects attach to them, invoices are billed to them, and the client por...

Importing Vendors

Vendors are the organizations that bill you: suppliers, trades, contractors, service providers. Work orders and bills b...

Importing Events, Groups, Notes and Projects

Four modules with short files and simple rules. All four run through the same wizard, and all four have a template at I...

Importing Events

One row is one event. Registrations and ticket orders are separate files, so the events have to exist before those have...

Importing Groups

One row is one group: a small group, a class, a ministry team, a committee. Membership is a separate file, so the group...

Importing Notes and Interactions

One row is one note, and each lands dated on a person's timeline. This is the file that carries years of context you wo...

Importing Projects

One row is one project. Studio's projects are the same records agencies run their work through, so this import is usual...

Before You Import: Get Your Source System Up to Date

Studio treats one source as the source of truth per workspace per module. Before you start any import (people, donors,...

What Order Should I Import In?

Studio imports work best in a specific order because some imports depend on data from the imports that come before them...

Walking Through the Import Wizard

Every import goes through the same six-step wizard. Each step is saved as you go, so you can stop and resume later with...

Mapping Columns to Studio Fields

The mapping step is where you tell Studio which CSV column goes into which Studio field. Most of the work is done for y...

The Review Step: Checking Your File Before Anything Is Written

The review step shows the first few rows exactly as they will land, gives you two ways to test the file without touchin...

Rows That Were Skipped: Reading the Error Report

An import that reports skipped rows has not gone wrong. Every row is judged on its own, and the ones that could not be...

Reverting an Import If Something Goes Wrong

Every import in Studio is fully reversible for 30 days after it runs. If a CSV had bad data, mappings were wrong, or th...

Smart Import: One File Across Several Modules

Plenty of exports are not one thing. A single file can carry a person, their address, their giving history and their re...

Advanced Import: Bringing In Everything Else

The module imports cover the lists most people move: people, giving, invoices, clients and so on. Advanced Import cover...

Exporting Your Customers, Vendors and Invoices from QuickBooks

QuickBooks holds three lists Studio wants: your customers, your vendors, and your invoices. Export them as three separa...

Exporting Your People from Planning Center

Planning Center lets you export your people as a CSV, either your entire database or just a filtered list. To do it you...

Exporting Your Giving from ACS

ACS exports giving history through the Gift Detail Listing report. You'll run it as a report, preview it, then save the...

Exporting Your Giving from Fellowship One

Fellowship One (F1) exports giving through its report library. You'll run report G1050, Core Giving Records (v3.0), cho...

Exporting Your Giving from Church Community Builder

Church Community Builder (CCB) exports giving history through the Transaction Detail financial report. Run it for your...

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