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Can I import data from another system?

The short answer is yes! 

If you have a CSV of your people, you can import that CSV into PCO People and they'll be available in any Planning Center app. If you are using a different database, you'll need to export your people to a CSV file, which most sytems allow.

If you have custom data for your people in that CSV, you might need to add custom fields to PCO People so there's a place to put all the data you are trying to import. You'll want to make sure there's a place for each piece of your data before importing the CSV.

Families

Though the CSV importer can generally only import data with 1 value for each person, it can also import households, where are usually multiple people in each household. You'll need to have a Household column in your CSV (named anything you want), and each person in the same houshold should have the same value in that column. 

For example, everyone with "Smith Household" in that column will be placed in a Household together. Everyone with "1" will be also be placed together. It doesn't matter what the actual household value is, as long as they match, they'll be placed in the same household. The Household will automatically be named based off of the last name of the first person added to the Household.

Giving & Other One-To-Many Records

At the moment, our CSV importer can't import information that might have many values for one person. If you have giving history, where one person might have many separate records for each donation, that information can unfortunately not be imported.

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