Migration
Move member data with preview, mapping, validation, and import summaries.
The migration workflow supports CSV imports with a review step before any records are created.
CSV imports
Upload a CSV, map columns to fields, validate required data, and detect duplicate records before import.
Guided rollout
Use onboarding steps to connect church profile, campuses, members, events, giving, leaders, and dashboard recommendations.
Migration lanes
Members, families, branches, groups, cell groups, giving history, and attendance imports are available in the wizard.