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CRM & PeopleList, import, and invitations

Member list, import, and invitations

Open 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 member’s profile, family, groups, progress, giving, and interactions.

CSV import

  1. Select Import CSV and download the template if needed.
  2. Upload the file and review the preview and column mapping.
  3. Confirm the import. If the file contains new locations, enable automatic campus creation only after validating them.

Invite members to the app

  1. Select one or more members from the list.
  2. Choose Invite to send the activation email.
  3. The member activates the account, opens /app, and installs the PWA.

Share the member app installation instructions with invitees.

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