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Import Datas & EcclesiaCRM

One can import data via a CVS file with a separator "," ou ";". Each line of the file has to contain a person's data.

The function " import a CVS file" is in the administrator menu.

Screenshot

Here one will find the manuel to import the data file automatically; the families can be form automatically in the file by means of the members' gender and the reunification is made according to the address. Here are the basic informations:

  • Title (for the family's creation)
  • First name
  • Middle name
  • last name
  • suffix
  • gender
  • donations
  • Address 1
  • Address 2
  • Town
  • State
  • postal Code
  • Country
  • Personal phone number
  • Professional phone number
  • Mobile phone number
  • email
  • Job
  • Birth date
  • accession date to the church
  • wedding date
  • personal fields for the person
  • personal fields for the family

the dates can be formated YYYY-MM-DD, MM-DD-YYYY, or DD-MM-YYYY.The date separators (-; /; ect) won't work

Make automatic families

EcclesiaCRM can form families automatically, depending on :

  • the same address which they share
  • The data which are a part of the family personal fields.

To this end, select the mode "family creation"

Members classification

It is possible to import the persons depending on their status (members, guests,...)

*Note : Once the import had been concluded, all the members are automatically placed in the cart.