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How do I import/export contacts?
How do I import/export contacts?

How to import contacts into the system or group and how to export

Rachel OBrien avatar
Written by Rachel OBrien
Updated yesterday

How to Import Contacts

It has never been easier to import your contacts. To get started, sign in to the Website version of Text In Church, click on the People icon, and then select the CSV import button!

From there:

  1. Click on the "Choose File" button.

  2. Select the group you want these contacts to go in, or make no group selection to have these contacts simply loaded to the People section.

  3. Check the box saying you have permission to contact these people.

  4. Click “Process File”

  5. Match up your column headers with our fields in Text In Church. Note: You can only use a field once

  6. Click “Upload File”

Your contacts will begin to upload to your account! If there are any errors with any contacts, the confirmation page will tell you what line of the CSV file has an error.

One thing to note… TIC doesn’t allow duplicates.

Note:

If you accidentally missed checking the permissions box when importing your CSV file, resulting in all records being opted out, you can contact us for assistance. Our team can help opt in these records.

To correct this, please follow these steps:

  1. Email the Support Team: Contact us at Support@textinchurch.com with the subject line "Assistance with Re-Opting In Contacts."

  2. Attach the CSV File: Include the CSV file you initially used for the import. This file is necessary for our team to help correct this.

  3. Provide Account Details: Make sure to email us using the email you use to sign in to your Text In Church account or share this in the message with us.

So, if you are trying to import an email or mobile phone number that is already in use for another contact in the system, it will not create a second record for this person. However, if you have selected this spreadsheet to be added to a group, it will find the Person Record that matches the email/mobile number and simply add them to the group.

How to Export Contacts

There are a few ways that you can export your records:

Option 1: Export All People

  1. Click Tools

  2. Select Export Data

  3. Make no selection from the drop-down menu for "Select Group to Export" to export all contacts.

  4. Select Content to Export

    • Choose Include Everything to include all record fields on file

    • Choose Select Fields to customize which People record fields to include on the export

  5. Click the blue “Export” button

Your contacts will then download into a CSV file that will be emailed to the address on file for your user profile. You'll receive an in-app notification when the export is ready and has been sent. The CSV file can also be accessed in the Exports folder of the Files tab

Option 2: Export Select People Records

  1. Open the People section of your account

  2. Click the check box by the name of the desired records

  3. Click "Action"

  4. Select "Export"

Your selected contacts will then download into a CSV file that can be uploaded to another database, opened as a spreadsheet, or printed and saved for your records.

Option 3. Export Specific Groups of People Records

  1. Click Tools

  2. Select Export Data

  3. Click the dropdown menu and select the Group or Groups that you would like to include

  4. Select Content to Export

    • Choose Include Everything to include all record fields on file

    • Choose Select Fields to customize which People record fields to include on the export

  5. Click the blue “Export” button

Your contacts will then download into a CSV file that will be emailed to the address on file for your user profile. You'll receive an in-app notification when the export is ready and has been sent. The CSV file can also be accessed in the Exports folder of the Files tab

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