If you have data that needs to be updated, but you don't want to go profile by profile, and the actions don't apply, follow these steps to export your data from Planning Center, update it, and then reimport it. You'll update information listed in the CSV file.
1. Export Data and Update Fields
Export the data from your Planning Center database in order to have the freshest information, and then download CSV file from your email.
You can also export the data from just people on a list if you want to update a smaller group of people.
Once you open the file, delete all the columns you're not updating.
Always keep the First Name and Last Name columns as well as the column names in order to match them when you import. If you have many people with the same first and last name, use the Middle Name and Suffix as well.
Update the values in the sheet to reflect the fields in Planning Center.
The Find & Replace feature in most programs is very helpful for updating multiple pieces of information!
If you're not sure what you have created for those fields, check your Custom Fields page.
Once you've updated the spreadsheet, save it as a Comma Separate Values (.csv) file.
2. Import New Data
Once your data is updated in the file, you're ready to import it back in with the new information! From the Data Import & Export page, click Start Import and choose the file you just saved.
Any applicable information that may have changed between exporting and importing will be overwritten by the values in the CSV you upload.
You'll be prompted to match the CSV Column Name with the Planning Center Field.
Once they're matched, preview the profiles or households to be created or updated as well as any errors you may flag when you import.
Uncheck the box next to a person's name to not allow the changes to be imported for that profile, and scroll to the bottom to Finish Import.
The Identical tab shows you which profiles won't have any changes made to them.
You'll receive an email when the import has finished, and you can view any changes made to the profiles.