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Import .CSV or Excel Files

The ChurchStamp importing software is designed to deal with the most common problems we’ve seen in the thousands of spreadsheets that have been used to import data into ChurchStamp.

  • It fixes zip codes that are missing “leading zeros”

  • It throws out many file format issues like formatting, special characters and empty columns (but not all – clean up your file first!)

  • You can download a sample data file to see how a good file is structured

First – Select .CSV or Excel From The New List Options

Next – Name The List And Choose The File

We do recommend that new users review the help articles and the sample data file. Setting your file up properly will save you a lot of time later!

Now – Map Your Fields

ChurchStamp Auto Mapping

The ChurchStamp mapping tool will recognize and automatically map any column headers that are an exact match to the standard Contact Record fields, such as First Name, Last Name, Company, Address, Email, etc. Any extra columns in your data file that are not recognized will be mapped as Variable Data fields in the “User Defined Personalization Field” section.

If you’ll be repeatedly importing .CSV or Excel files with the exact same columns, we recommend editing your column headers so that they match the ChurchStamp Contact Record field names – see below. This will expedite your list imports, saving you time.

  • First Name

  • Last Name

  • Address

  • Address2

  • City

  • State/Providence

  • Zip/Postal Code

  • Country

  • Company

  • Email

  • Phone

Map Any Remaining Required Name & Address Fields

ChurchStamp makes it abundantly clear exactly which fields you’ll then need to map manually in order to send a workflow campaign. You won’t be able to proceed until these fields are properly mapped.

  • Required fields that are properly mapped will be green.

  • Required fields that still need to be mapped will be white, within the red-shaded area.

  • Optional fields will be yellow.

Once the required fields have been properly mapped, the field and shaded area will turn green.

Last – Verify Your Field Mappings

Finally, you’ll get a sneak preview to see what your data will look like once it has been imported. If you want to change anything, you can go back and fix your mappings. If you’re all set, click Import Now.

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