Import
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FlockGetting Here
Navigation: Flock → People → Import button, or directly at /flock/import
Overview
The Import Wizard lets you bring member data into SanctuaryOS from CSV or XLSX files. It uses a multi-step process: upload your file, map columns to SanctuaryOS fields, preview the data, and run the import. The system includes smart auto-mapping that guesses field assignments based on column headers, and supports both system fields and tenant-defined custom fields.
Import Steps
Step 1: Upload File
Drag and drop a CSV or XLSX file, or click to browse. For XLSX files with multiple sheets, you can select which sheet to import. The parser extracts column headers and sample data (first 5 rows) for the mapping step.
Step 2: Map Columns
Each column from your file is displayed with its header name and sample values. Use the dropdown to map each column to a SanctuaryOS field. The auto-mapper pre-fills common mappings based on header names (e.g., “First Name” maps to firstName, “Env #” maps to envelopeNo).
Columns you do not want to import can be set to “Skip this column”. You can also save your column mapping as a template for future imports.
Step 3: Preview & Validate
Review the mapped data before committing. The preview shows how each row will be imported, with validation warnings for missing required fields or data format issues.
Step 4: Run Import
Click Import to process the file. The system creates or updates member records based on the mapped data. A progress indicator shows the import status.
Supported Fields
The import wizard supports mapping to all standard SanctuaryOS person fields, organized by category:
Identity Fields
| Field | Type | Description |
|---|---|---|
| First Name* | Text | Legal first name. |
| Last Name* | Text | Legal last name. |
| Middle Name | Text | Middle name or initial. |
| Preferred Name | Text | Nickname or goes-by name. |
| Legal Name | Text | Full legal name if different from first/last. |
| Suffix | Text | Jr., Sr., III, etc. |
| Gender | Enum | MALE, FEMALE, OTHER, or UNSPECIFIED. |
| Date of Birth | Date | Accepts YYYY-MM-DD or MM/DD/YYYY format. |
| Marital Status | Enum | SINGLE, MARRIED, WIDOWED, or DIVORCED. |
Membership Fields
| Field | Type | Description |
|---|---|---|
| Membership Status | Enum | Status code from your Lookup Tables in Settings. |
| Envelope # | Text | Giving envelope number. |
| Join Date | Date | YYYY-MM-DD format. |
| Baptism Date | Date | YYYY-MM-DD format. |
| Membership Date | Date | YYYY-MM-DD format. |
| Salvation Date | Date | YYYY-MM-DD format. |
| Anniversary | Date | Wedding anniversary in YYYY-MM-DD format. |
Contact Fields
| Field | Type | Description |
|---|---|---|
Email | Primary email address. | |
| Phone | Phone | Home or primary phone number. |
| Mobile Phone | Phone | Cell or mobile number. |
| Preferred Contact | Enum | EMAIL, PHONE, TEXT, or MAIL. |
| Do Not Contact | Boolean | TRUE or FALSE. |
Address Fields
| Field | Type | Description |
|---|---|---|
| Street Address | Text | Street number and name. |
| City | Text | City name. |
| Province / State | Text | 2-letter code (e.g., SK, ON, AB). |
| Postal Code | Text | Canadian postal code. |
Profile Fields
| Field | Type | Description |
|---|---|---|
| Occupation | Text | Job title or occupation. |
| Employer | Text | Employer or company name. |
| School | Text | School currently attending. |
| Allergies | Text | Known allergies. |
| Emergency Contact | Text | Emergency contact person name. |
| Emergency Phone | Phone | Emergency contact phone number. |
| Statement Pref | Enum | EMAIL, PRINT, NONE, or HOUSEHOLD. |
| Tags | Text | Comma-separated tags. |
| Notes | Text | Internal pastoral notes. |
| External ID | Text | ID from your previous church management system. |
Custom Fields
If your tenant has defined custom fields in Settings, they also appear as mapping targets in the import wizard. Custom fields are matched by name against your column headers.
Actions
Download Template
Click the Download Template link to get a pre-formatted XLSX file with all supported column headers. Use this as a starting point for preparing your import data.
Save Mapping Template
After mapping columns, click Save Mapping to store the column-to-field mapping for reuse. This is useful if you regularly import from the same external system with the same column layout.
Load Mapping Template
When mapping columns, you can load a previously saved template to automatically apply the same column assignments.