Import your register from Excel or CSV
Bring across a list you already keep, without renaming your columns.
Fold reads your own column headings rather than making you match a template. Save your sheet as CSV from Excel or Google Sheets, then upload it.
- In Excel or Google Sheets, choose File, then Save as or Download, and pick CSV.
- Open Members in Fold and choose Import.
- Upload the file. You are shown what was read and which rows could not be used.
- Fix any rejected rows in your sheet and upload again. Nothing is duplicated.
Two things to check in your sheet first
- Format the phone column as text, or Excel drops the leading zero and 0244000000 becomes 244000000.
- Write dates as 1990-04-03. A date written 03/04/1990 is March in some systems and April in others, so where a date is ambiguous we leave it empty rather than guess wrongly.
Create your classes and fellowships before importing. Members then drop straight into the right one instead of needing to be filed afterwards.
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