Let’s get your people into your Text In Church account so you can start building better connections right away 💙
📍 Step 1: Go to the Import Tool
From your dashboard:
Click “Tools” on the left-hand side
Then select “Import People”
This opens the tool where you’ll upload your contact list.
🧾 Step 2: Prepare Your CSV File
Already have a CSV file? Great—you’re ready to go.
Need one? Download the provided template right from this page. It has all the correct headers ready for you.
💡 Using software that doesn’t integrate directly with Text In Church? Most platforms still allow you to export a CSV—look for the "Export" button in your current tool.
📤 Step 3: Upload Your File
Click “Choose File”
Select your saved CSV and hit “Open”
Now you’ll choose which group these people should be added to. For example, you might select “All Church,” or a ministry-specific group like “Volunteers” or “Youth Parents.”
⚙️ Step 4: Choose Import Settings
You’ll now see two toggle options:
“Blank cells should erase data”
Turn this on to wipe out existing data when a field is blank.
Leave it off if you want to keep any previously saved contact info.
“I have obtained permission to email or text these contacts” ✅
You’ll need to check this box to comply with messaging guidelines and make sure you’re reaching out ethically and legally.
Click “Process File” to move to the next step.
🧠 Step 5: Match Your Fields
Now you’ll match the columns in your CSV to Text In Church fields.
If you used the provided template, this part will be easy—fields like First Name, Phone Number, etc. will match up automatically.
If you used custom headers, no worries! Just use the dropdown to manually match each field to the correct place in the contact profile.
✔ Example:
CSV header: Cell
Match to: Mobile Number
Once everything looks right, click “Import People.”
⏱ Step 6: Review Import Summary
Text In Church will process your import right away—larger files may take a few moments.
When it’s done, you’ll see a summary that includes:
✅ Who was successfully imported
⚠️ Any errors (like missing phone numbers or email addresses)
For example, If a contact like Patricia Williams didn’t import, the system will explain why—perhaps because she didn’t have a mobile number or email address.
From here, you can head over to the Groups or People tab to see your newly added contacts!
✅ Why This Matters
Importing people helps you:
Instantly connect with your congregation
Launch group messages faster
Keep all contact info centralized and organized
Save hours of manual entry