Importing data is done by creating a .CSV file and then uploading it to Church Metrics. Format is very important in the upload process, but don't worry! We will walk you through all the necessary steps to import past data into Church Metrics.
Important Notes:
Before importing your .csv file make sure that any custom categories or campuses have been created in Church Metrics.
All Categories and Campuses are case sensitive, be sure that they match in the document and online
You must be logged in as an Administrator on the account to be able to import data.
You must be logged in as an Administrator on the account to be able to import previous data.
Importing Data
Under your profile drop down, click on Admin, then Records in the left side navigation.
Select the Import Data button from the right hand side.
Click Download Sample CSV file to download a template .csv file that will include the proper headers for the .csv document. If you Download the sample CSV headers file, Church Metrics will download a document that only contains the headers for the documents but will not contain any sample data.
Open your sample file (either with or without the sample data).
Add in your information.
Campus Slug refers to the campus name and must match the campus you have already created.
Category Name must also match categories you have already created.
The Value and Service Date / Time will be added to Church Metrics on import.
When filling in the information, be sure not to use any special characters ($,&*), be sure to not include commas in numbers larger than 4 digits.
Import CSV
6. Once you have completed formatting the cells, save your file as a .csv.
7. Back in your Church Metrics account, select Choose File and then Import.
