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Importing Your People

Bring your whole directory in: names, contact details, households, membership status, and the IDs that make every later import land on the right person.

Importing Events, Groups, Notes and Projects

The four smaller imports: what each one needs, and which have to wait until People is in.

Smart Import: One File Across Several Modules

When one export holds people and their gifts, or clients and their invoices, Smart Import lands it everywhere at once and keeps it linked.

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. Always import the “containers” first: the people / contacts / clients those…

Importing Notes and Interactions

Pastoral follow-ups, care logs and communication history, landed dated on the right person timeline.

Importing Companies

The organizations people belong to. Why this file goes in before your People file, and what happens if it does not.

Importing Your Giving History

Bring years of past gifts across with the right donor, fund and date on every one, so statements and reports are correct from day one.

Importing Groups

Small groups, classes, ministries and committees. One row per group, and why leader email beats leader name.

Importing Clients

The businesses you invoice. One row per client, why the contact email matters more than it looks, and what to do about QuickBooks.

What happens to unsubscribes and duplicates when you import

Email Campaigns

The rules Studio applies while importing: opt-outs are preserved, suppressions are honored, re-imports top up, and name clashes are a question.

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 the wrong file was uploaded, you can roll the whole thing back with one click and…

Importing Recurring Gifts

Carry active giving schedules over from your old platform so donors resume in one tap instead of setting them up again.

Advanced Import: Bringing In Everything Else

Target almost any table in your workspace directly. For event attendees, group members, work orders, assets and the rest.

Manage tags: rename, merge, delete, and tag people in bulk

Rename, merge, and delete tags for everyone from People > Tags, add or remove a tag on many people at once, and why a tag never adds anyone to an email list.

Before You Import: Get Your Source System Up to Date

…of truth per workspace per module. Before you start any import (people, donors, giving, events, projects, groups), make sure the system you're exporting from has the latest data. Otherwise you'll…

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 without losing work. Before You Start: Get the Shape Right If you are building the…

Importing Vendors

The suppliers and contractors who bill you. Small file, and it has to exist before any bill you bring over can attach to it.

Importing Events

One row per event, from Eventbrite, Planning Center or a spreadsheet. Bring them in as drafts and publish when you have read them.

Importing Projects

Work in flight from Basecamp, Asana, Monday or a spreadsheet. Clients first, and keep your old job numbers.

Import your lists from Mailchimp, Flodesk or Campaign Monitor

Email Campaigns

Bring your existing lists straight out of a connected provider into Studio, with a live preview before anything is written.

Exporting Your People from Planning Center

…Click the Actions button at the top of the page. Choose Import & Export CSV from the dropdown. Click Start Export. Click Generate and send CSV. Planning Center emails you a link to download the…

Email Campaigns

Build lists from your People, import a CSV, and keep them current with sources.

The Source Field — Where People Came From

Source tags where each person came from — donate, event, referral, etc. Now a search-dropdown so the same channel doesn't end up spelled five ways.

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

Three organization lists, three different jobs. Pick the wrong one and the records land somewhere nothing else looks.

The Review Step: Checking Your File Before Anything Is Written

The last screen before anything is written. Check the file, run a simulation, and answer what Studio asks about duplicates and organizations.

Mapping Columns to Studio Fields

…the first one that answers: Your saved setup: if you have imported a file like this one before, Studio reuses the mapping you ended up with last time. Your own corrections win over everything below.…

Start From a Template

Download a starter CSV for any module. Fill it in, upload it, and every column maps itself.

Rows That Were Skipped: Reading the Error Report

Where to find the per-row report, what the common reasons mean, and how to re-run only the rows that failed.

Exporting Your Customers, Vendors and Invoices from QuickBooks

Which three reports to run, what QuickBooks does to its own export files, and what Studio does about it.

Exporting Your Giving from ACS

…choose Reports. At the top, switch the report type from People to Contributions. In the upper sidebar, expand Lists and select Gift Detail Listing. In the Gift Detail Listing panel below, change the…

2 more articles mention “import people” in passing

Studio: The Complete Platform Guide

Getting Started

…mirror email with read/unread tracking and an inbox. Imports and exports Bulk-import wizard with built-in mappings for Planning Center, Tithe.ly, Breeze, CCB, and generic CSV. Background-job…

Asking Questions About Your Data

…amounts are never shown. "Needs Info" records count too. Imported contacts held on the Needs Info list are included when you ask about tidying People (for example, people with no name). If an answer…