If you don’t have a church management system, or you don't want to integrate with your church management system, a CSV upload is a great way to quickly populate your Gloo account with people.
Note that if you haven't already done so, in order to use this feature you'll need to first authenticate your account by following the instructions in this simple article.
How to import people using a CSV file
Navigate to My People -> Integrations. Click the green Import button.
Download this template to input the information in the appropriate format for an upload.
Enter each person's information into the CSV template in this format.
Note that Phone Number and First Name are required- all other fields are optional.
Even if you don't use a particular column for any of your contacts, such as the optional Address column, don't delete the column completely or it will cause an error. Simply leave that column blank.
You also should never add additional columns to the template, as this will also cause an error.
Finally, do not change the order of the columns, as this will cause an error.
Upload the document and then click Continue.
Note: If there are any immediate problems with your file, you will see an error message at the bottom of your screen. Check out this article if you need help resolving those errors, or review the notes under step 3 above. Most often these errors are caused by deletion/renaming/reordering of the columns in the csv.
5. Match the group names in your CSV document to the correlating groups in your Gloo account. If those groups don't exist yet in your Gloo account, you can create them here. Then click Continue.
6. Ensure there are no errors. If there are any errors, the system will prompts you to fix each one individually. Then click Continue.
7. Verify that the information is correct. Then click Continue.
8. Verify you have permission to text the phone numbers you are importing and click Yes, Import People to finalize your import.
9. If you receive an error upon submission, please do not continue trying to submit your csv. The Gloo Support Team will contact you as soon as possible to help you work through the submission error. Feel free to email us at support@gloo.us if you need a quicker response time.
Once confirmed, the numbers will populate under My People.
How to update information using a CSV upload
You can also update people's information using a csv upload! If you upload a csv file that has contacts that already exist in your Gloo account, rather than creating duplicate contacts the system will simply update any information that you've changed. For example, you can use a csv upload to update people's email addresses, or add mass people into groups.
Important: The only piece of information that cannot be updated via a csv upload is a person's phone number. In order to update a phone number, you must go into their profile in the My People tab and make the change there. If you try to make that change by uploading a csv, the system will create a brand new person attached to that phone number.