List, import, and invitations

Open People & Connection → Membership at /admin-church/members.

Member list

Search by name, email, or phone; filter by status, role, or campus; and open a record to review the dialog sections (profile, family, groups, progress, giving, and interactions as shown in the UI). See Member data.

Import CSV

Path: People & Connection → Membership → Import CSV.

1. Select Import CSV and download the plantilla_importacion_miembros.csv template (UTF-8 BOM) if the UI offers it.
2. Upload a CSV file (.xlsx is rejected) and review the wizard preview and column mapping.
3. Confirm the import. If the file includes new campuses, enable automatic campus creation only after you validate them (new campuses respect the plan limit; all-campuses assigns to every campus).

The template has 37 columns (names as in the Spanish template file): Nombre, Segundo Nombre, Apellido, Segundo Apellido, Correo Electrónico, Teléfono, Tipo de Teléfono, WhatsApp Habilitado, Idioma Preferido, Fecha de Nacimiento, Edad, Género, Estado Civil, Nacionalidad, País, Estado/Provincia, Ciudad, Dirección, Código Postal, Bautizado, Fecha de Bautismo, Cómo Llegó, Cómo Llegó (Otro), Cómo Nos Conoció, Consentimiento Parental, Información Médica, Personas Autorizadas para Recoger, Etiquetas, Intereses, Dones Espirituales, Habilidades, Disponibilidad, Campus, Rol, Estado, Número de Sobre, Etiqueta RFID.

Mapping can be automatic (ES/EN/alias, case-insensitive), manual, or — Omitir — (skip).

Required: first name and last name only (Nombre and Apellido). Email, if provided, must be valid. Phone, if provided, must be 7–15 digits and is converted to E.164 using Country (default US). Nationality, if provided, uses ISO-2. Flexible dates; yes/no, true/false, 1/0; comma-separated lists. Default role: member. Default status: active.

Duplicates: by email only (lowercase) within the same church. If the email already exists, the row is skipped (Omitidos por duplicado) and the existing record is never updated. Duplicates inside the file: a warning; the first row is imported. No email = always creates a new record. Rows with errors are excluded.

Bulk import requires access to the user’s church (church isolation).

Invite to the app

1. Select one or more members in the list.
2. Choose Invite to send the activation email (use the exact button label shown in the English UI).
3. The member activates their account, opens /app, and installs the PWA.

Share the member app install instructions with invited people.

Export

Use Export CSV on the same toolbar. Details: Export.