Import and export your church’s data

The Data workspace brings import and export tools together. The available data types and actions depend on your permissions and the selected workflow.

Import with a preview

1. Open Administration → Data and choose the data type you are importing.
2. Use the available template or check the required columns before uploading.
3. Upload the file and inspect the preview, including errors, duplicate matches, and any rows marked for updates.
4. Correct the source or mapping when needed.
5. Confirm only after you understand what will be created, skipped, or updated.
6. Check the batch result and the imported records.

Export records

Choose the data type and available filters, request the export, then download the completed file. Keep financial exports in storage appropriate for your church’s records. Access is checked for the data you are authorized to export.

The full accounting-data bundle

An administrator can use the available full-data export to produce a portable accounting bundle, with supporting attachments when selected. This is an export; it is not a one-click restore or bundle-import feature.

If you need to undo an import

Check the batch history and any available undo action. Undo has safeguards and may be blocked once imported records have been used or changed. Investigate the batch instead of assuming it can always be removed.

Bank statement imports

For the account-specific steps, see Import bank transactions from a CSV.